Nordwand Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Nordwand Advisors’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	$811K	Sell	3,429 -1	-0%	-$230	0.12%	101
2026 Q1	$738K	Buy	3,430 +120	+4%	+$26.8K	0.13%	105
2025 Q4	$727K	Sell	3,310 -40	-1%	-$8.74K	0.13%	102
2025 Q3	$723K	Buy	3,350 +1,360	+68%	+$286K	0.11%	105
2025 Q2	$407K	Buy	+1,990	New	+$386K	0.06%	122

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

Nordwand Advisors's VIG Position: Q2 2026 in Review

Nordwand Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.03% in Q2 2026, selling an estimated $230 and leaving 3,429 shares worth $811K. The position accounts for 0.12% of the portfolio, ranked #101.

Nordwand Advisors first reported a position in VIG in Q2 2025 and has held it in 5 quarters since. 2,585 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Nordwand Advisors held 3,429 shares of Vanguard Dividend Appreciation ETF worth $811K as of Q2 2026.
Nordwand Advisors sold 1 Vanguard Dividend Appreciation ETF share in Q2 2026, an estimated $230.
Vanguard Dividend Appreciation ETF made up 0.12% of Nordwand Advisors's portfolio in Q2 2026, its #101 holding.
Nordwand Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2025 and has held it in 5 quarters since.
2,585 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Nordwand Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.