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

Next Level Wealth Planning’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 Q1	$544K	Buy	2,532 +22	+0.9%	+$4.9K	0.28%	32
2025 Q4	$552K	Sell	2,510 -109	-4%	-$23.8K	0.29%	31
2025 Q3	$565K	Buy	2,619 +30	+1%	+$6.3K	0.32%	25
2025 Q2	$530K	Sell	2,589 -105	-4%	-$20.4K	0.34%	23
2025 Q1	$523K	Buy	2,694 +115	+4%	+$22.9K	0.4%	22
2024 Q4	$505K	Buy	+2,579	New	+$515K	0.4%	20

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Next Level Wealth Planning's VIG Position: Q1 2026 in Review

Next Level Wealth Planning increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.88% in Q1 2026, buying an estimated $4.9K and bringing the position to 2,532 shares worth $544K. The position accounts for 0.28% of the portfolio, ranked #32.

Next Level Wealth Planning first reported a position in VIG in Q4 2024 and has held it in 6 quarters since. The position peaked at $565K in Q3 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Next Level Wealth Planning held 2,532 shares of Vanguard Dividend Appreciation ETF worth $544K as of Q1 2026.
Next Level Wealth Planning bought 22 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $4.9K.
Vanguard Dividend Appreciation ETF made up 0.28% of Next Level Wealth Planning's portfolio in Q1 2026, its #32 holding.
Next Level Wealth Planning first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 6 quarters since.
Next Level Wealth Planning's Vanguard Dividend Appreciation ETF position peaked at $565K in Q3 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Next Level Wealth Planning's 13F filing for Q1 2026, filed 21 Apr 2026.