Noesis Capital Mangement’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Noesis Capital Mangement’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	$555K	Buy	2,346 +1,016	+76%	+$233K	0.07%	72
2026 Q1	$286K	Buy	1,330 +410	+45%	+$91.4K	0.04%	96
2025 Q4	$202K	Buy	+920	New	+$201K	0.03%	130
2022 Q1	–	Sell	-2,719	Closed	-$467K	–	138
2021 Q4	$467K	Hold	2,719	–	–	0.09%	71
2021 Q3	$418K	Sell	2,719 -18	-0.7%	-$2.87K	0.08%	74
2021 Q2	$430K	Hold	2,737	–	–	0.09%	69
2021 Q1	$403K	Buy	2,737 +18	+0.7%	+$2.56K	0.09%	72
2020 Q4	$384K	Sell	2,719 -400	-13%	-$54.2K	0.09%	67
2020 Q3	$401K	Hold	3,119	–	–	0.11%	68
2020 Q2	$365K	Hold	3,119	–	–	0.12%	71
2020 Q1	$322K	Hold	3,119	–	–	0.12%	71
2019 Q4	$389K	Hold	3,119	–	–	0.11%	77
2019 Q3	$373K	Buy	+3,119	New	+$368K	0.12%	65
2018 Q4	–	Sell	-1,958	Closed	-$217K	–	92
2018 Q3	$217K	Buy	+1,958	New	+$210K	0.08%	86

Other funds holding VIG

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 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

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

Noesis Capital Mangement's VIG Position: Q2 2026 in Review

Noesis Capital Mangement increased its Vanguard Dividend Appreciation ETF (VIG) stake by 76% in Q2 2026, buying an estimated $233K and bringing the position to 2,346 shares worth $555K. The position accounts for 0.07% of the portfolio, ranked #72.

Noesis Capital Mangement first reported a position in VIG in Q3 2018 and has held it in 14 quarters since. 1,552 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Noesis Capital Mangement held 2,346 shares of Vanguard Dividend Appreciation ETF worth $555K as of Q2 2026.
Noesis Capital Mangement bought 1,016 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $233K.
Vanguard Dividend Appreciation ETF made up 0.07% of Noesis Capital Mangement's portfolio in Q2 2026, its #72 holding.
Noesis Capital Mangement first reported a position in Vanguard Dividend Appreciation ETF in Q3 2018 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 Noesis Capital Mangement's 13F filing for Q2 2026, filed 4 Aug 2026.