NLP
VIG icon

Next Level Private’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Next Level Private’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$308K Sell
1,300
-3
-0.2% -$689 0.06% 139
2026
Q1 		$280K Buy
1,303
+9
+0.7% +$2.01K 0.06% 145
2025
Q4 		$285K Buy
1,294
+5
+0.4% +$1.09K 0.07% 131
2025
Q3 		$281K Buy
1,289
+117
+10% +$24.6K 0.08% 125
2025
Q2 		$240K Hold
1,172
– – 0.08% 128
2025
Q1 		$227K Buy
1,172
+5
+0.4% +$994 0.08% 127
2024
Q4 		$228K Buy
1,167
+8
+0.7% +$1.6K 0.09% 123
2024
Q3 		$230K Buy
1,159
+3
+0.3% +$571 0.09% 122
2024
Q2 		$211K Hold
1,156
– – 0.1% 124
2024
Q1 		$211K Buy
+1,156
New +$203K 0.1% 122

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Next Level Private's VIG Position: Q2 2026 in Review

Next Level Private reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.23% in Q2 2026, selling an estimated $689 and leaving 1,300 shares worth $308K. The position accounts for 0.06% of the portfolio, ranked #139.

Next Level Private first reported a position in VIG in Q1 2024 and has held it in 10 quarters since. 1,439 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Next Level Private held 1,300 shares of Vanguard Dividend Appreciation ETF worth $308K as of Q2 2026.
  • Next Level Private sold 3 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $689.
  • Vanguard Dividend Appreciation ETF made up 0.06% of Next Level Private's portfolio in Q2 2026, its #139 holding.
  • Next Level Private first reported a position in Vanguard Dividend Appreciation ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,439 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Next Level Private's 13F filing for Q2 2026, filed 9 Jul 2026.