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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NFP Retirement Inc's VIG Position: Q1 2026 in Review

NFP Retirement Inc increased its Vanguard Dividend Appreciation ETF (VIG) stake by 11% in Q1 2026, buying an estimated $350K and bringing the position to 15,527 shares worth $3.34M. The position accounts for 0.2% of the portfolio, ranked #76.

NFP Retirement Inc first reported a position in VIG in Q2 2020 and has held it in 24 quarters since. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • NFP Retirement Inc held 15,527 shares of Vanguard Dividend Appreciation ETF worth $3.34M as of Q1 2026.
  • NFP Retirement Inc bought 1,568 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $350K.
  • Vanguard Dividend Appreciation ETF made up 0.2% of NFP Retirement Inc's portfolio in Q1 2026, its #76 holding.
  • NFP Retirement Inc first reported a position in Vanguard Dividend Appreciation ETF in Q2 2020 and has held it in 24 quarters since.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.