NAG
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Northstar Advisory Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Northstar Advisory Group’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 		$226K Buy
+954
New +$219K 0.07% 115
2021
Q4 		– Sell
-2,775
Closed -$426K – 133
2021
Q3 		$426K Buy
+2,775
New +$442K 0.42% 35

Other funds holding VIG

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
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
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

Northstar Advisory Group's VIG Position: Q2 2026 in Review

Northstar Advisory Group opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 954 shares worth $226K. The stake represents 0.07% of the portfolio and ranks #115 among its holdings. This is a return to the name: Northstar Advisory Group previously reported a position in VIG as recently as Q3 2021.

Northstar Advisory Group first reported a position in VIG in Q3 2021 and has held it in 2 quarters since. The position peaked at $426K in Q3 2021. 984 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Northstar Advisory Group held 954 shares of Vanguard Dividend Appreciation ETF worth $226K as of Q2 2026.
  • Vanguard Dividend Appreciation ETF was a new Northstar Advisory Group position in Q2 2026.
  • Vanguard Dividend Appreciation ETF made up 0.07% of Northstar Advisory Group's portfolio in Q2 2026, its #115 holding.
  • Northstar Advisory Group first reported a position in Vanguard Dividend Appreciation ETF in Q3 2021 and has held it in 2 quarters since.
  • Northstar Advisory Group's Vanguard Dividend Appreciation ETF position peaked at $426K in Q3 2021.
  • 984 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.