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Noble Family Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Noble Family Wealth’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 		$55.8M Buy
235,981
+11,455
+5% +$2.63M 9.99% 1
2026
Q1 		$48.3M Sell
224,526
-1,461
-0.6% -$326K 9.97% 2
2025
Q4 		$49.7M Buy
225,987
+4,317
+2% +$943K 10.47% 1
2025
Q3 		$47.8M Buy
221,670
+3,379
+2% +$710K 10.55% 1
2025
Q2 		$44.7M Buy
218,291
+12,252
+6% +$2.37M 10.92% 1
2025
Q1 		$40M Buy
206,039
+2,482
+1% +$494K 11% 1
2024
Q4 		$39.9M Buy
203,557
+1,444
+0.7% +$288K 10.98% 1
2024
Q3 		$40M Sell
202,113
-641
-0.3% -$122K 10.76% 1
2024
Q2 		$37M Buy
202,754
+7,074
+4% +$1.27M 10.65% 1
2024
Q1 		$35.7M Buy
195,680
+11,908
+6% +$2.09M 10.18% 1
2023
Q4 		$31.3M Buy
183,772
+3,685
+2% +$593K 9.48% 1
2023
Q3 		$28M Sell
180,087
-650
-0.4% -$105K 9.44% 1
2023
Q2 		$29.4M Sell
180,737
-46
-0% -$7.2K 9.55% 1
2023
Q1 		$27.8M Buy
+180,783
New +$27.7M 9.5% 1

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
DC
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

Noble Family Wealth's VIG Position: Q2 2026 in Review

Noble Family Wealth increased its Vanguard Dividend Appreciation ETF (VIG) stake by 5.1% in Q2 2026, buying an estimated $2.63M and bringing the position to 235,981 shares worth $55.8M. The position accounts for 9.99% of the portfolio, ranked #1.

Noble Family Wealth first reported a position in VIG in Q1 2023 and has held it in 14 quarters since. 1,552 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Noble Family Wealth held 235,981 shares of Vanguard Dividend Appreciation ETF worth $55.8M as of Q2 2026.
  • Noble Family Wealth bought 11,455 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $2.63M.
  • Vanguard Dividend Appreciation ETF made up 9.99% of Noble Family Wealth's portfolio in Q2 2026, its #1 holding.
  • Noble Family Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,552 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Noble Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.