Nicholson Wealth Management Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Nicholson Wealth Management Group’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	$315K	Buy	+1,333	New	+$306K	0.19%	94
2026 Q1	–	Sell	-1,361	Closed	-$299K	–	119
2025 Q4	$299K	Buy	1,361 +194	+17%	+$42.4K	0.18%	97
2025 Q3	$252K	Buy	1,167 +141	+14%	+$29.6K	0.15%	101
2025 Q2	$210K	Buy	+1,026	New	+$199K	0.13%	105
2025 Q1	–	Sell	-4,456	Closed	-$873K	–	103
2024 Q4	$873K	Buy	+4,456	New	+$890K	0.58%	76

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Nicholson Wealth Management Group's VIG Position: Q2 2026 in Review

Nicholson Wealth Management Group opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 1,333 shares worth $315K. The stake represents 0.19% of the portfolio and ranks #94 among its holdings. This is a return to the name: Nicholson Wealth Management Group previously reported a position in VIG as recently as Q4 2025.

Nicholson Wealth Management Group first reported a position in VIG in Q4 2024 and has held it in 5 quarters since. The position peaked at $873K in Q4 2024. 2,598 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Nicholson Wealth Management Group held 1,333 shares of Vanguard Dividend Appreciation ETF worth $315K as of Q2 2026.
Vanguard Dividend Appreciation ETF was a new Nicholson Wealth Management Group position in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.19% of Nicholson Wealth Management Group's portfolio in Q2 2026, its #94 holding.
Nicholson Wealth Management Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 5 quarters since.
Nicholson Wealth Management Group's Vanguard Dividend Appreciation ETF position peaked at $873K in Q4 2024.
2,598 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.