Nicolet Advisory Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Nicolet Advisory Services’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
2025 Q4	$2.56M	Sell	11,357 -50	-0.4%	-$10.9K	0.17%	71
2025 Q3	$2.48M	Buy	11,407 +499	+5%	+$105K	0.19%	67
2025 Q2	$2.23M	Sell	10,908 -598	-5%	-$116K	0.19%	69
2025 Q1	$2.09M	Sell	11,506 -16	-0.1%	-$3.18K	0.21%	59
2024 Q4	$2.22M	Buy	11,522 +740	+7%	+$148K	0.2%	61
2024 Q3	$2.11M	Sell	10,782 -703	-6%	-$134K	0.2%	61
2024 Q2	$2.13M	Sell	11,485 -485	-4%	-$87.3K	0.2%	56
2024 Q1	$2.15M	Sell	11,970 -148	-1%	-$26K	0.22%	56
2023 Q4	$2.04M	Sell	12,118 -4,873	-29%	-$784K	0.22%	56
2023 Q3	$2.62M	Buy	16,991 +27	+0.2%	+$4.38K	0.29%	51
2023 Q2	$2.72M	Buy	16,964 +91	+0.5%	+$14.3K	0.3%	46
2023 Q1	$2.61M	Sell	16,873 -933	-5%	-$143K	0.3%	48
2022 Q4	$2.78M	Buy	17,806 +962	+6%	+$143K	0.37%	42
2022 Q3	$2.3M	Sell	16,844 -333	-2%	-$49.6K	0.37%	38
2022 Q2	$2.51M	Buy	17,177 +303	+2%	+$46.1K	0.37%	37
2022 Q1	$2.74M	Sell	16,874 -352	-2%	-$56.8K	0.36%	36
2021 Q4	$2.96M	Sell	17,226 -280	-2%	-$46.2K	0.36%	37
2021 Q3	$2.69M	Sell	17,506 -210	-1%	-$33.5K	0.34%	37
2021 Q2	$2.74M	Sell	17,716 -115	-0.6%	-$17.7K	0.36%	37
2021 Q1	$2.62M	Buy	17,831 +191	+1%	+$27.2K	0.37%	38
2020 Q4	$2.49M	Sell	17,640 -351	-2%	-$47.6K	0.35%	38
2020 Q3	$2.31M	Sell	17,991 -1,553	-8%	-$195K	0.36%	40
2020 Q2	$2.29M	Sell	19,544 -2,232	-10%	-$254K	0.35%	43
2020 Q1	$2.25M	Sell	21,776 -1,176	-5%	-$140K	0.4%	43
2019 Q4	$2.86M	Sell	22,952 -1,290	-5%	-$156K	0.45%	36
2019 Q3	$2.9M	Buy	24,242 +525	+2%	+$61.9K	0.44%	34
2019 Q2	$2.73M	Buy	23,717 +248	+1%	+$27.8K	0.42%	32
2019 Q1	$2.57M	Buy	+23,469	New	+$2.47M	0.44%	33

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Nicolet Advisory Services's VIG Position: Q4 2025 in Review

Nicolet Advisory Services reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.44% in Q4 2025, selling an estimated $10.9K and leaving 11,357 shares worth $2.56M. The position accounts for 0.17% of the portfolio, ranked #71.

Nicolet Advisory Services first reported a position in VIG in Q1 2019 and has held it in 28 quarters since. The position peaked at $2.96M in Q4 2021. 2,516 funds tracked by Wall St. Rank hold VIG as of Q4 2025.

Nicolet Advisory Services held 11,357 shares of Vanguard Dividend Appreciation ETF worth $2.56M as of Q4 2025.
Nicolet Advisory Services sold 50 Vanguard Dividend Appreciation ETF shares in Q4 2025, an estimated $10.9K.
Vanguard Dividend Appreciation ETF made up 0.17% of Nicolet Advisory Services's portfolio in Q4 2025, its #71 holding.
Nicolet Advisory Services first reported a position in Vanguard Dividend Appreciation ETF in Q1 2019 and has held it in 28 quarters since.
Nicolet Advisory Services's Vanguard Dividend Appreciation ETF position peaked at $2.96M in Q4 2021.
2,516 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.