Northwest Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Northwest Financial Advisors’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	$412K	Sell	1,740 -184	-10%	-$42.3K	0.05%	53
2026 Q1	$414K	Sell	1,924 -1,080	-36%	-$241K	0.8%	37
2025 Q4	$660K	Sell	3,004 -18,136	-86%	-$3.96M	1.36%	19
2025 Q3	$4.56M	Sell	21,140 -32	-0.2%	-$6.72K	5.86%	1
2025 Q2	$4.33M	Buy	21,172 +41	+0.2%	+$7.95K	6.05%	1
2025 Q1	$4.1M	Buy	21,131 +44	+0.2%	+$8.75K	3.4%	6
2024 Q4	$4.13M	Buy	21,087 +11	+0.1%	+$2.2K	3.41%	6
2024 Q3	$4.17M	Buy	21,076 +1,495	+8%	+$285K	3.32%	5
2024 Q2	$3.57M	Buy	19,581 +102	+0.5%	+$18.4K	3.63%	6
2024 Q1	$3.56M	Buy	19,479 +2,339	+14%	+$411K	3.91%	6
2023 Q4	$2.92M	Buy	+17,140	New	+$2.76M	2.48%	7

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northwest Financial Advisors's VIG Position: Q2 2026 in Review

Northwest Financial Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 9.6% in Q2 2026, selling an estimated $42.3K and leaving 1,740 shares worth $412K. The position accounts for 0.05% of the portfolio, ranked #53.

Northwest Financial Advisors first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.56M in Q3 2025. 2,598 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Northwest Financial Advisors held 1,740 shares of Vanguard Dividend Appreciation ETF worth $412K as of Q2 2026.
Northwest Financial Advisors sold 184 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $42.3K.
Vanguard Dividend Appreciation ETF made up 0.05% of Northwest Financial Advisors's portfolio in Q2 2026, its #53 holding.
Northwest Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
Northwest Financial Advisors's Vanguard Dividend Appreciation ETF position peaked at $4.56M in Q3 2025.
2,598 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Northwest Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.