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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Novak & Powell Financial Services's VIG Position: Q1 2026 in Review

Novak & Powell Financial Services increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.12% in Q1 2026, buying an estimated $4.9K and bringing the position to 18,909 shares worth $4.07M. The position accounts for 2.19% of the portfolio, ranked #9.

Novak & Powell Financial Services first reported a position in VIG in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.15M in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Novak & Powell Financial Services held 18,909 shares of Vanguard Dividend Appreciation ETF worth $4.07M as of Q1 2026.
Novak & Powell Financial Services bought 22 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $4.9K.
Vanguard Dividend Appreciation ETF made up 2.19% of Novak & Powell Financial Services's portfolio in Q1 2026, its #9 holding.
Novak & Powell Financial Services first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 10 quarters since.
Novak & Powell Financial Services's Vanguard Dividend Appreciation ETF position peaked at $4.15M in Q4 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.