Nikulski Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $9.79M | Sell |
41,369
-144
| -0.3% | -$33.1K | 2.11% | 11 |
|
|
2026
Q1 | $8.93M | Sell |
41,513
-40,441
| -49% | -$9.02M | 2.2% | 9 |
|
|
2025
Q4 | $18M | Sell |
81,954
-21,836
| -21% | -$4.77M | 4.31% | 3 |
|
|
2025
Q3 | $22.4M | Sell |
103,790
-1,733
| -2% | -$364K | 5.63% | 1 |
|
|
2025
Q2 | $21.6M | Sell |
105,523
-165
| -0.2% | -$32K | 5.91% | 1 |
|
|
2025
Q1 | $20.5M | Sell |
105,688
-119
| -0.1% | -$23.7K | 6.2% | 1 |
|
|
2024
Q4 | $20.7M | Sell |
105,807
-708
| -0.7% | -$141K | 6.09% | 1 |
|
|
2024
Q3 | $21.1M | Sell |
106,515
-512
| -0.5% | -$97.5K | 6.31% | 1 |
|
|
2024
Q2 | $19.5M | Sell |
107,027
-386
| -0.4% | -$69.5K | 6.22% | 1 |
|
|
2024
Q1 | $19.6M | Buy |
107,413
+1,869
| +2% | +$328K | 6.5% | 1 |
|
|
2023
Q4 | $18M | Buy |
105,544
+1,492
| +1% | +$240K | 6.58% | 1 |
|
|
2023
Q3 | $16.2M | Buy |
104,052
+1,574
| +2% | +$255K | 6.69% | 1 |
|
|
2023
Q2 | $16.6M | Buy |
102,478
+1,077
| +1% | +$169K | 6.88% | 1 |
|
|
2023
Q1 | $15.6M | Sell |
101,401
-270
| -0.3% | -$41.4K | 6.9% | 1 |
|
|
2022
Q4 | $15.4M | Sell |
101,671
-194
| -0.2% | -$28.9K | 7.36% | 1 |
|
|
2022
Q3 | $13.8M | Buy |
101,865
+817
| +0.8% | +$122K | 7.12% | 1 |
|
|
2022
Q2 | $14.5M | Buy |
101,048
+1,245
| +1% | +$189K | 7.19% | 1 |
|
|
2022
Q1 | $16.2M | Buy |
99,803
+3,146
| +3% | +$508K | 6.84% | 1 |
|
|
2021
Q4 | $16.6M | Buy |
96,657
+3,958
| +4% | +$652K | 6.96% | 1 |
|
|
2021
Q3 | $14.2M | Buy |
92,699
+3,044
| +3% | +$485K | 6.58% | 1 |
|
|
2021
Q2 | $14.2M | Sell |
89,655
-2,199
| -2% | -$338K | 6.6% | 1 |
|
|
2021
Q1 | $13.5M | Sell |
91,854
-84
| -0.1% | -$11.9K | 6.93% | 1 |
|
|
2020
Q4 | $13M | Sell |
91,938
-1,366
| -1% | -$185K | 7.12% | 1 |
|
|
2020
Q3 | $12M | Buy |
93,304
+2,310
| +3% | +$291K | 7.61% | 1 |
|
|
2020
Q2 | $10.7M | Buy |
90,994
+808
| +0.9% | +$92K | 7.48% | 1 |
|
|
2020
Q1 | $9.32M | Buy |
90,186
+2,571
| +3% | +$307K | 8.13% | 1 |
|
|
2019
Q4 | $11.1M | Buy |
87,615
+7,143
| +9% | +$864K | 8.05% | 1 |
|
|
2019
Q3 | $9.58M | Buy |
80,472
+341
| +0.4% | +$40.2K | 7.98% | 1 |
|
|
2019
Q2 | $9.4M | Buy |
80,131
+8,093
| +11% | +$908K | 7.95% | 1 |
|
|
2019
Q1 | $7.9M | Sell |
72,038
-1,300
| -2% | -$137K | 7.69% | 1 |
|
|
2018
Q4 | $7.18M | Sell |
73,338
-512
| -0.7% | -$53.4K | 7.54% | 1 |
|
|
2018
Q3 | $7.66M | Buy |
73,850
+3,299
| +5% | +$355K | 7.14% | 1 |
|
|
2018
Q2 | $7.17M | Buy |
70,551
+2,765
| +4% | +$282K | 6.61% | 1 |
|
|
2018
Q1 | $6.85M | Buy |
67,786
+6,551
| +11% | +$679K | 6.79% | 1 |
|
|
2017
Q4 | $6.25M | Buy |
+61,235
| New | +$6.03M | 6.74% | 1 |
|
Other funds holding VIG
HWM
Nikulski Financial's VIG Position: Q2 2026 in Review
Nikulski Financial reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.35% in Q2 2026, selling an estimated $33.1K and leaving 41,369 shares worth $9.79M. The position accounts for 2.11% of the portfolio, ranked #11.
Nikulski Financial first reported a position in VIG in Q4 2017 and has held it in 35 quarters since. The position peaked at $22.4M in Q3 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.
- Nikulski Financial held 41,369 shares of Vanguard Dividend Appreciation ETF worth $9.79M as of Q2 2026.
- Nikulski Financial sold 144 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $33.1K.
- Vanguard Dividend Appreciation ETF made up 2.11% of Nikulski Financial's portfolio in Q2 2026, its #11 holding.
- Nikulski Financial first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and has held it in 35 quarters since.
- Nikulski Financial's Vanguard Dividend Appreciation ETF position peaked at $22.4M in Q3 2025.
- 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.
Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.