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Northstar Financial Companies’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Northstar Financial Companies’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 		$234K Hold
989
– – 0.16% 107
2026
Q1 		$213K Hold
989
– – 0.17% 108
2025
Q4 		$217K Buy
+989
New +$216K 0.17% 107

Other funds holding VIG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 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

Northstar Financial Companies's VIG Position: Q2 2026 in Review

Northstar Financial Companies held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 989 shares worth $234K. The position accounts for 0.16% of the portfolio, ranked #107.

Northstar Financial Companies first reported a position in VIG in Q4 2025 and has held it in 3 quarters since. 1,819 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Northstar Financial Companies held 989 shares of Vanguard Dividend Appreciation ETF worth $234K as of Q2 2026.
  • Northstar Financial Companies left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
  • Vanguard Dividend Appreciation ETF made up 0.16% of Northstar Financial Companies's portfolio in Q2 2026, its #107 holding.
  • Northstar Financial Companies first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,819 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Northstar Financial Companies's 13F filing for Q2 2026, filed 6 Aug 2026.