Novak & Powell Financial Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Novak & Powell Financial Services’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	$4.05M	Sell	17,135 -1,774	-9%	-$407K	1.91%	10
2026 Q1	$4.07M	Buy	18,909 +22	+0.1%	+$4.9K	2.19%	9
2025 Q4	$4.15M	Buy	18,887 +369	+2%	+$80.6K	2.17%	9
2025 Q3	$4M	Sell	18,518 -3	-0%	-$630	2.1%	10
2025 Q2	$3.79M	Sell	18,521 -71	-0.4%	-$13.8K	2.63%	8
2025 Q1	$3.61M	Sell	18,592 -220	-1%	-$43.7K	2.24%	9
2024 Q4	$3.68M	Sell	18,812 -147	-0.8%	-$29.3K	2.19%	8
2024 Q3	$3.76M	Sell	18,959 -805	-4%	-$153K	2.18%	8
2024 Q2	$3.61M	Sell	19,764 -44	-0.2%	-$7.92K	2.24%	8
2024 Q1	$3.62M	Sell	19,808 -1	-0%	-$176	2.71%	7
2023 Q4	$3.38M	Buy	+19,809	New	+$3.19M	2.25%	9

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

Novak & Powell Financial Services's VIG Position: Q2 2026 in Review

Novak & Powell Financial Services reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 9.4% in Q2 2026, selling an estimated $407K and leaving 17,135 shares worth $4.05M. The position accounts for 1.91% of the portfolio, ranked #10.

Novak & Powell Financial Services first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.15M in Q4 2025. 2,599 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Novak & Powell Financial Services held 17,135 shares of Vanguard Dividend Appreciation ETF worth $4.05M as of Q2 2026.
Novak & Powell Financial Services sold 1,774 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $407K.
Vanguard Dividend Appreciation ETF made up 1.91% of Novak & Powell Financial Services's portfolio in Q2 2026, its #10 holding.
Novak & Powell Financial Services first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
Novak & Powell Financial Services's Vanguard Dividend Appreciation ETF position peaked at $4.15M in Q4 2025.
2,599 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.