Northwest Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Northwest Wealth Management’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	$1.2M	Buy	5,085 +369	+8%	+$84.7K	0.16%	72
2026 Q1	$1.01M	Buy	4,716 +8	+0.2%	+$1.78K	0.15%	70
2025 Q4	$1.03M	Sell	4,708 -317	-6%	-$69.3K	0.16%	68
2025 Q3	$1.08M	Sell	5,025 -16	-0.3%	-$3.36K	0.18%	68
2025 Q2	$1.03M	Sell	5,041 -84	-2%	-$16.3K	0.19%	66
2025 Q1	$994K	Sell	5,125 -380	-7%	-$75.6K	0.2%	71
2024 Q4	$1.08M	Sell	5,505 -56	-1%	-$11.2K	0.23%	65
2024 Q3	$1.1M	Sell	5,561 -26	-0.5%	-$4.95K	0.26%	68
2024 Q2	$1.02M	Sell	5,587 -56	-1%	-$10.1K	0.26%	69
2024 Q1	$1.03M	Sell	5,643 -18	-0.3%	-$3.16K	0.28%	68
2023 Q4	$965K	Sell	5,661 -365	-6%	-$58.7K	0.29%	66
2023 Q3	$936K	Buy	6,026 +11	+0.2%	+$1.78K	0.34%	63
2023 Q2	$977K	Sell	6,015 -148	-2%	-$23.2K	0.35%	65
2023 Q1	$949K	Sell	6,163 -112	-2%	-$17.2K	0.36%	63
2022 Q4	$953K	Sell	6,275 -71	-1%	-$10.6K	0.41%	59
2022 Q3	$858K	Sell	6,346 -50	-0.8%	-$7.44K	0.38%	62
2022 Q2	$918K	Sell	6,396 -496	-7%	-$75.5K	0.4%	60
2022 Q1	$1.12M	Buy	6,892 +194	+3%	+$31.3K	0.55%	48
2021 Q4	$1.15M	Buy	6,698 +57	+0.9%	+$9.39K	0.53%	49
2021 Q3	$1.02M	Buy	6,641 +1,160	+21%	+$185K	0.51%	51
2021 Q2	$848K	Buy	5,481 +36	+0.7%	+$5.53K	0.45%	54
2021 Q1	$801K	Buy	5,445 +860	+19%	+$122K	0.5%	53
2020 Q4	$647K	Buy	4,585 +228	+5%	+$30.9K	0.45%	57
2020 Q3	$561K	Buy	4,357 +9	+0.2%	+$1.13K	0.47%	57
2020 Q2	$509K	Sell	4,348 -14	-0.3%	-$1.59K	0.44%	58
2020 Q1	$451K	Sell	4,362 -685	-14%	-$81.7K	0.46%	58
2019 Q4	$629K	Sell	5,047 -1,320	-21%	-$160K	0.58%	49
2019 Q3	$761K	Sell	6,367 -42	-0.7%	-$4.95K	0.62%	50
2019 Q2	$738K	Sell	6,409 -49	-0.8%	-$5.5K	0.6%	50
2019 Q1	$708K	Hold	6,458	–	–	0.53%	48
2018 Q4	$633K	Buy	6,458 +19	+0.3%	+$1.98K	0.54%	50
2018 Q3	$713K	Buy	6,439 +9	+0.1%	+$967	0.53%	49
2018 Q2	$653K	Sell	6,430 -69	-1%	-$7.03K	0.49%	52
2018 Q1	$657K	Sell	6,499 -139	-2%	-$14.4K	0.49%	51
2017 Q4	$677K	Buy	6,638 +3,284	+98%	+$323K	0.55%	50
2017 Q3	$318K	Sell	3,354 -1,966	-37%	-$183K	0.44%	46
2017 Q2	$493K	Sell	5,320 -63	-1%	-$5.78K	0.45%	50
2017 Q1	$484K	Sell	5,383 -335	-6%	-$29.7K	0.45%	51
2016 Q4	$487K	Buy	+5,718	New	+$481K	0.5%	47

Other funds holding VIG

HWM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Northwest Wealth Management's VIG Position: Q2 2026 in Review

Northwest Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 7.8% in Q2 2026, buying an estimated $84.7K and bringing the position to 5,085 shares worth $1.2M. The position accounts for 0.16% of the portfolio, ranked #72.

Northwest Wealth Management first reported a position in VIG in Q4 2016 and has held it in 39 quarters since. 1,262 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Northwest Wealth Management held 5,085 shares of Vanguard Dividend Appreciation ETF worth $1.2M as of Q2 2026.
Northwest Wealth Management bought 369 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $84.7K.
Vanguard Dividend Appreciation ETF made up 0.16% of Northwest Wealth Management's portfolio in Q2 2026, its #72 holding.
Northwest Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2016 and has held it in 39 quarters since.
1,262 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Northwest Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.