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 Q3	$4.16M	Buy	17,842 +5,939	+50%	+$1.43M	2.55%	13
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

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Nicholson Meyer Capital Management's VIG Position: Q3 2026 in Review

Nicholson Meyer Capital Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 50% in Q3 2026, buying an estimated $1.43M and bringing the position to 17,842 shares worth $4.16M. The position accounts for 2.55% of the portfolio, ranked #13.

Nicholson Meyer Capital Management first reported a position in VIG in Q1 2025 and has held it in 7 quarters since. 2,141 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Nicholson Meyer Capital Management held 17,842 shares of Vanguard Dividend Appreciation ETF worth $4.16M as of Q3 2026.
Nicholson Meyer Capital Management bought 5,939 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $1.43M.
Vanguard Dividend Appreciation ETF made up 2.55% of Nicholson Meyer Capital Management's portfolio in Q3 2026, its #13 holding.
Nicholson Meyer Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2025 and has held it in 7 quarters since.
2,141 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Nicholson Meyer Capital Management's 13F filing for Q3 2026, filed 12 Nov 2026.