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

Novak & Powell Financial Services’s Portfolio VIGI Stock Details VIGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$379K	Buy	4,279 +27	+0.6%	+$2.49K	0.2%	100
2025 Q4	$389K	Buy	4,252 +24	+0.6%	+$2.17K	0.2%	96
2025 Q3	$379K	Buy	4,228 +16	+0.4%	+$1.43K	0.2%	96
2025 Q2	$380K	Buy	4,212 +25	+0.6%	+$2.16K	0.26%	82
2025 Q1	$347K	Buy	4,187 +25	+0.6%	+$2.08K	0.22%	95
2024 Q4	$333K	Buy	4,162 +14	+0.3%	+$1.18K	0.2%	101
2024 Q3	$366K	Buy	4,148 +14	+0.3%	+$1.19K	0.21%	96
2024 Q2	$336K	Buy	4,134 +26	+0.6%	+$2.09K	0.21%	97
2024 Q1	$335K	Sell	4,108 -116	-3%	-$9.29K	0.25%	91
2023 Q4	$335K	Buy	+4,224	New	+$311K	0.22%	96

Other funds holding VIGI

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Novak & Powell Financial Services increased its Vanguard International Dividend Appreciation ETF (VIGI) stake by 0.63% in Q1 2026, buying an estimated $2.49K and bringing the position to 4,279 shares worth $379K. The position accounts for 0.2% of the portfolio, ranked #100.

Novak & Powell Financial Services first reported a position in VIGI in Q4 2023 and has held it in 10 quarters since. The position peaked at $389K in Q4 2025. 592 funds tracked by Wall St. Rank hold VIGI as of Q1 2026.

Novak & Powell Financial Services held 4,279 shares of Vanguard International Dividend Appreciation ETF worth $379K as of Q1 2026.
Novak & Powell Financial Services bought 27 Vanguard International Dividend Appreciation ETF shares in Q1 2026, an estimated $2.49K.
Vanguard International Dividend Appreciation ETF made up 0.2% of Novak & Powell Financial Services's portfolio in Q1 2026, its #100 holding.
Novak & Powell Financial Services first reported a position in Vanguard International Dividend Appreciation ETF in Q4 2023 and has held it in 10 quarters since.
Novak & Powell Financial Services's Vanguard International Dividend Appreciation ETF position peaked at $389K in Q4 2025.
592 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q1 2026.

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