North Capital’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

North Capital’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 Q3	$581K	Hold	2,424	–	–	0.41%	34
2026 Q2	$574K	Hold	2,424	–	–	0.43%	37
2026 Q1	$521K	Hold	2,424	–	–	0.44%	33
2025 Q4	$533K	Sell	2,424 -1	-0%	-$218	0.46%	34
2025 Q3	$523K	Buy	2,425 +1	+0%	+$210	0.4%	31
2025 Q2	$496K	Hold	2,424	–	–	0.43%	29
2025 Q1	$470K	Buy	+2,424	New	+$482K	0.44%	28

Other funds holding VIG

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.33B AUM 20.56% 1-Year Est. Return

North Capital's VIG Position: Q3 2026 in Review

North Capital held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q3 2026 at 2,424 shares worth $581K. The position accounts for 0.41% of the portfolio, ranked #34.

North Capital first reported a position in VIG in Q1 2025 and has held it in 7 quarters since. 1,226 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

North Capital held 2,424 shares of Vanguard Dividend Appreciation ETF worth $581K as of Q3 2026.
North Capital left its Vanguard Dividend Appreciation ETF share count unchanged in Q3 2026.
Vanguard Dividend Appreciation ETF made up 0.41% of North Capital's portfolio in Q3 2026, its #34 holding.
North Capital first reported a position in Vanguard Dividend Appreciation ETF in Q1 2025 and has held it in 7 quarters since.
1,226 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on North Capital's 13F filing for Q3 2026, filed 16 Oct 2026.