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NorthAvenue LLC’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

NorthAvenue LLC’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 		$72.9K Sell
308
-8
-3% -$1.84K 0.05% 56
2026
Q1 		$67.9K Hold
316
– – 0.05% 53
2025
Q4 		$69.4K Buy
+316
New +$69K 0.06% 57

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

NorthAvenue LLC's VIG Position: Q2 2026 in Review

NorthAvenue LLC reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.5% in Q2 2026, selling an estimated $1.84K and leaving 308 shares worth $72.9K. The position accounts for 0.05% of the portfolio, ranked #56.

NorthAvenue LLC first reported a position in VIG in Q4 2025 and has held it in 3 quarters since. 1,262 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • NorthAvenue LLC held 308 shares of Vanguard Dividend Appreciation ETF worth $72.9K as of Q2 2026.
  • NorthAvenue LLC sold 8 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.84K.
  • Vanguard Dividend Appreciation ETF made up 0.05% of NorthAvenue LLC's portfolio in Q2 2026, its #56 holding.
  • NorthAvenue LLC first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,262 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.