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 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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

North Capital's VIG Position: Q2 2026 in Review

North Capital held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 2,424 shares worth $574K. The position accounts for 0.43% of the portfolio, ranked #37.

North Capital first reported a position in VIG in Q1 2025 and has held it in 6 quarters since. 984 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

North Capital held 2,424 shares of Vanguard Dividend Appreciation ETF worth $574K as of Q2 2026.
North Capital left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.43% of North Capital's portfolio in Q2 2026, its #37 holding.
North Capital first reported a position in Vanguard Dividend Appreciation ETF in Q1 2025 and has held it in 6 quarters since.
984 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on North Capital's 13F filing for Q2 2026, filed 14 Jul 2026.