Nicholson Meyer Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Nicholson Meyer Capital Management’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	$2.82M	Sell	11,903 -191	-2%	-$43.9K	1.88%	14
2026 Q1	$2.6M	Sell	12,094 -550	-4%	-$123K	1.99%	13
2025 Q4	$2.78M	Sell	12,644 -994	-7%	-$217K	2.1%	13
2025 Q3	$2.94M	Sell	13,638 -504	-4%	-$106K	2.26%	13
2025 Q2	$2.89M	Sell	14,142 -664	-4%	-$129K	2.45%	13
2025 Q1	$2.87M	Buy	+14,806	New	+$2.94M	2.64%	11

Other funds holding VIG

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Nicholson Meyer Capital Management's VIG Position: Q2 2026 in Review

Nicholson Meyer Capital Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.6% in Q2 2026, selling an estimated $43.9K and leaving 11,903 shares worth $2.82M. The position accounts for 1.88% of the portfolio, ranked #14.

Nicholson Meyer Capital Management first reported a position in VIG in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.94M in Q3 2025. 984 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Nicholson Meyer Capital Management held 11,903 shares of Vanguard Dividend Appreciation ETF worth $2.82M as of Q2 2026.
Nicholson Meyer Capital Management sold 191 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $43.9K.
Vanguard Dividend Appreciation ETF made up 1.88% of Nicholson Meyer Capital Management's portfolio in Q2 2026, its #14 holding.
Nicholson Meyer Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2025 and has held it in 6 quarters since.
Nicholson Meyer Capital Management's Vanguard Dividend Appreciation ETF position peaked at $2.94M in Q3 2025.
984 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Nicholson Meyer Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.