Northeast Financial Consultants’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $132M | Buy |
645,156
+6,210
| +1% | +$1.2M | 5.4% | 3 |
|
|
2025
Q1 | $124M | Sell |
638,946
-31,131
| -5% | -$6.19M | 5.5% | 3 |
|
|
2024
Q4 | $131M | Sell |
670,077
-3,823
| -0.6% | -$763K | 5.53% | 3 |
|
|
2024
Q3 | $133M | Sell |
673,900
-2,631
| -0.4% | -$501K | 5.84% | 3 |
|
|
2024
Q2 | $124M | Buy |
676,531
+21,308
| +3% | +$3.84M | 5.69% | 3 |
|
|
2024
Q1 | $120M | Buy |
655,223
+35,054
| +6% | +$6.16M | 5.87% | 3 |
|
|
2023
Q4 | $106M | Buy |
620,169
+28,797
| +5% | +$4.63M | 5.85% | 3 |
|
|
2023
Q3 | $91.9M | Buy |
591,372
+17,025
| +3% | +$2.76M | 5.76% | 3 |
|
|
2023
Q2 | $93.3M | Sell |
574,347
-1,342
| -0.2% | -$210K | 5.73% | 4 |
|
|
2023
Q1 | $88.7M | Sell |
575,689
-17,348
| -3% | -$2.66M | 5.67% | 3 |
|
|
2022
Q4 | $90.1M | Buy |
593,037
+63,406
| +12% | +$9.45M | 6.08% | 3 |
|
|
2022
Q3 | $71.6M | Buy |
529,631
+8,033
| +2% | +$1.2M | 5.24% | 4 |
|
|
2022
Q2 | $74.8M | Buy |
521,598
+28,809
| +6% | +$4.38M | 5.22% | 4 |
|
|
2022
Q1 | $79.9M | Buy |
492,789
+6,192
| +1% | +$999K | 4.63% | 4 |
|
|
2021
Q4 | $83.6M | Buy |
486,597
+37,346
| +8% | +$6.16M | 5.04% | 3 |
|
|
2021
Q3 | $69M | Buy |
449,251
+54,202
| +14% | +$8.64M | 4.6% | 2 |
|
|
2021
Q2 | $61.1M | Buy |
395,049
+40,841
| +12% | +$6.27M | 4.12% | 3 |
|
|
2021
Q1 | $52.1M | Buy |
354,208
+31,793
| +10% | +$4.52M | 3.98% | 3 |
|
|
2020
Q4 | $45.5M | Buy |
322,415
+57,445
| +22% | +$7.79M | 3.77% | 5 |
|
|
2020
Q3 | $34.1M | Buy |
264,970
+23,054
| +10% | +$2.9M | 3.08% | 7 |
|
|
2020
Q2 | $28.3M | Buy |
241,916
+18,850
| +8% | +$2.15M | 2.72% | 9 |
|
|
2020
Q1 | $23.1M | Buy |
223,066
+11,808
| +6% | +$1.41M | 2.61% | 7 |
|
|
2019
Q4 | $26.3M | Buy |
211,258
+9,418
| +5% | +$1.14M | 2.35% | 9 |
|
|
2019
Q3 | $24.1M | Buy |
201,840
+12,807
| +7% | +$1.51M | 2.46% | 8 |
|
|
2019
Q2 | $21.8M | Buy |
189,033
+42,746
| +29% | +$4.79M | 2.23% | 8 |
|
|
2019
Q1 | $16M | Buy |
146,287
+18,191
| +14% | +$1.92M | 1.78% | 11 |
|
|
2018
Q4 | $12.5M | Buy |
128,096
+66,150
| +107% | +$6.9M | 1.75% | 11 |
|
|
2018
Q3 | $6.86M | Buy |
61,946
+16,900
| +38% | +$1.82M | 1.88% | 11 |
|
|
2018
Q2 | $4.58M | Buy |
45,046
+11,791
| +35% | +$1.2M | 1.41% | 16 |
|
|
2018
Q1 | $3.36M | Buy |
33,255
+10,838
| +48% | +$1.12M | 1.13% | 20 |
|
|
2017
Q4 | $2.29M | Buy |
22,417
+10,119
| +82% | +$996K | 0.76% | 28 |
|
|
2017
Q3 | $1.17M | Buy |
12,298
+2,472
| +25% | +$231K | 0.43% | 42 |
|
|
2017
Q2 | $911K | Buy |
9,826
+636
| +7% | +$58.3K | 0.36% | 55 |
|
|
2017
Q1 | $826K | Hold |
9,190
| – | – | 0.35% | 55 |
|
|
2016
Q4 | $783K | Buy |
9,190
+3,490
| +61% | +$293K | 0.35% | 54 |
|
|
2016
Q3 | $478K | Buy |
+5,700
| New | +$483K | 0.2% | 86 |
|
Other funds holding VIG
HWM
Northeast Financial Consultants's VIG Position: Q2 2025 in Review
Northeast Financial Consultants increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.97% in Q2 2025, buying an estimated $1.2M and bringing the position to 645,156 shares worth $132M. The position accounts for 5.4% of the portfolio, ranked #3.
Northeast Financial Consultants first reported a position in VIG in Q3 2016 and has held it in 36 quarters since. The position peaked at $133M in Q3 2024. 2,293 funds tracked by Wall St. Rank hold VIG as of Q2 2025.
- Northeast Financial Consultants held 645,156 shares of Vanguard Dividend Appreciation ETF worth $132M as of Q2 2025.
- Northeast Financial Consultants bought 6,210 Vanguard Dividend Appreciation ETF shares in Q2 2025, an estimated $1.2M.
- Vanguard Dividend Appreciation ETF made up 5.4% of Northeast Financial Consultants's portfolio in Q2 2025, its #3 holding.
- Northeast Financial Consultants first reported a position in Vanguard Dividend Appreciation ETF in Q3 2016 and has held it in 36 quarters since.
- Northeast Financial Consultants's Vanguard Dividend Appreciation ETF position peaked at $133M in Q3 2024.
- 2,293 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2025.
Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.