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NFP Retirement Inc’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

NFP Retirement Inc’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 		$3.84M Buy
16,220
+693
+4% +$159K 0.21% 71
2026
Q1 		$3.34M Buy
15,527
+1,568
+11% +$350K 0.2% 76
2025
Q4 		$3.07M Sell
13,959
-18
-0.1% -$3.93K 0.19% 75
2025
Q3 		$3.02M Buy
13,977
+19
+0.1% +$3.99K 0.19% 71
2025
Q2 		$2.86M Sell
13,958
-293
-2% -$56.8K 0.19% 76
2025
Q1 		$2.76M Sell
14,251
-12
-0.1% -$2.39K 0.22% 61
2024
Q4 		$2.79M Sell
14,263
-894
-6% -$178K 0.22% 61
2024
Q3 		$3M Sell
15,157
-611
-4% -$116K 0.24% 61
2024
Q2 		$2.88M Sell
15,768
-101
-0.6% -$18.2K 0.24% 62
2024
Q1 		$2.9M Sell
15,869
-10
-0.1% -$1.76K 0.25% 59
2023
Q4 		$2.71M Sell
15,879
-293
-2% -$47.1K 0.46% 49
2023
Q3 		$2.51M Sell
16,172
-272
-2% -$44.1K 0.48% 48
2023
Q2 		$2.67M Sell
16,444
-140
-0.8% -$21.9K 0.5% 48
2023
Q1 		$2.55M Sell
16,584
-823
-5% -$126K 0.51% 48
2022
Q4 		$2.64M Buy
17,407
+49
+0.3% +$7.3K 0.58% 44
2022
Q3 		$2.35M Sell
17,358
-610
-3% -$90.8K 0.58% 48
2022
Q2 		$2.58M Buy
17,968
+130
+0.7% +$19.8K 0.65% 43
2022
Q1 		$2.89M Buy
17,838
+4,952
+38% +$799K 0.68% 44
2021
Q4 		$2.21M Sell
12,886
-653
-5% -$108K 0.79% 28
2021
Q3 		$2.08M Buy
13,539
+353
+3% +$56.3K 0.85% 25
2021
Q2 		$2.04M Buy
13,186
+436
+3% +$66.9K 0.79% 27
2021
Q1 		$1.88M Buy
12,750
+1,533
+14% +$218K 0.82% 31
2020
Q4 		$1.58M Buy
11,217
+3
+0% +$407 0.98% 29
2020
Q3 		$1.44M Buy
11,214
+1,638
+17% +$206K 0.95% 31
2020
Q2 		$1.12M Buy
+9,576
New +$1.09M 0.82% 35

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NFP Retirement Inc's VIG Position: Q2 2026 in Review

NFP Retirement Inc increased its Vanguard Dividend Appreciation ETF (VIG) stake by 4.5% in Q2 2026, buying an estimated $159K and bringing the position to 16,220 shares worth $3.84M. The position accounts for 0.21% of the portfolio, ranked #71.

NFP Retirement Inc first reported a position in VIG in Q2 2020 and has held it in 25 quarters since. 2,601 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • NFP Retirement Inc held 16,220 shares of Vanguard Dividend Appreciation ETF worth $3.84M as of Q2 2026.
  • NFP Retirement Inc bought 693 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $159K.
  • Vanguard Dividend Appreciation ETF made up 0.21% of NFP Retirement Inc's portfolio in Q2 2026, its #71 holding.
  • NFP Retirement Inc first reported a position in Vanguard Dividend Appreciation ETF in Q2 2020 and has held it in 25 quarters since.
  • 2,601 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.