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Northwest Bank & Trust’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Northwest Bank & Trust’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
2024
Q4 		$118K Hold
576
– – 0.09% 96
2024
Q3 		$114K Hold
576
– – 0.09% 100
2024
Q2 		$105K Hold
576
– – 0.09% 101
2024
Q1 		$101K Buy
+576
New +$101K 0.09% 98

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwest Bank & Trust's VIG Position: Q4 2024 in Review

Northwest Bank & Trust held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q4 2024 at 576 shares worth $118K. The position accounts for 0.09% of the portfolio, ranked #96.

Northwest Bank & Trust first reported a position in VIG in Q1 2024 and has held it in 4 quarters since. 2,321 funds tracked by Wall St. Rank hold VIG as of Q4 2024.

  • Northwest Bank & Trust held 576 shares of Vanguard Dividend Appreciation ETF worth $118K as of Q4 2024.
  • Northwest Bank & Trust left its Vanguard Dividend Appreciation ETF share count unchanged in Q4 2024.
  • Vanguard Dividend Appreciation ETF made up 0.09% of Northwest Bank & Trust's portfolio in Q4 2024, its #96 holding.
  • Northwest Bank & Trust first reported a position in Vanguard Dividend Appreciation ETF in Q1 2024 and has held it in 4 quarters since.
  • 2,321 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2024.

Based on Northwest Bank & Trust's 13F filing for Q4 2024, filed 18 Feb 2025.