NRW
VIG icon

Nova R Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Nova R Wealth’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 		$2.12M Sell
8,955
-9
-0.1% -$2.07K 0.62% 32
2026
Q1 		$1.93M Buy
8,964
+17
+0.2% +$3.79K 0.62% 33
2025
Q4 		$1.97M Buy
8,947
+14
+0.2% +$3.06K 0.72% 31
2025
Q3 		$1.93M Buy
8,933
+41
+0.5% +$8.61K 0.82% 24
2025
Q2 		$1.82M Sell
8,892
-146
-2% -$28.3K 0.85% 27
2025
Q1 		$1.75M Buy
9,038
+92
+1% +$18.3K 0.87% 26
2024
Q4 		$1.75M Buy
8,946
+74
+0.8% +$14.8K 0.88% 23
2024
Q3 		$1.76M Buy
8,872
+8
+0.1% +$1.52K 0.87% 24
2024
Q2 		$1.62M Buy
8,864
+41
+0.5% +$7.38K 0.83% 24
2024
Q1 		$1.61M Buy
8,823
+70
+0.8% +$12.3K 0.84% 26
2023
Q4 		$1.49M Sell
8,753
-32
-0.4% -$5.15K 0.94% 24
2023
Q3 		$1.37M Buy
8,785
+42
+0.5% +$6.81K 0.94% 22
2023
Q2 		$1.42M Sell
8,743
-356
-4% -$55.7K 0.95% 23
2023
Q1 		$1.4M Buy
9,099
+886
+11% +$136K 0.95% 22
2022
Q4 		$1.25M Sell
8,213
-3,315
-29% -$494K 0.91% 23
2022
Q3 		$1.56M Buy
11,528
+528
+5% +$78.6K 1.27% 19
2022
Q2 		$1.58M Buy
11,000
+2,811
+34% +$428K 1.3% 17
2022
Q1 		$1.33M Buy
8,189
+1,432
+21% +$231K 1.13% 19
2021
Q4 		$1.16M Buy
+6,757
New +$1.11M 0.94% 21

Other funds holding VIG

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
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
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

Nova R Wealth's VIG Position: Q2 2026 in Review

Nova R Wealth reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.1% in Q2 2026, selling an estimated $2.07K and leaving 8,955 shares worth $2.12M. The position accounts for 0.62% of the portfolio, ranked #32.

Nova R Wealth first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. 621 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Nova R Wealth held 8,955 shares of Vanguard Dividend Appreciation ETF worth $2.12M as of Q2 2026.
  • Nova R Wealth sold 9 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $2.07K.
  • Vanguard Dividend Appreciation ETF made up 0.62% of Nova R Wealth's portfolio in Q2 2026, its #32 holding.
  • Nova R Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
  • 621 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Nova R Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.