NovaPoint Capital’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

NovaPoint Capital’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 Q3	$1.95M	Buy	8,358 +5	+0.1%	+$1.2K	0.42%	60
2026 Q2	$1.98M	Buy	+8,353	New	+$1.92M	0.41%	63
2025 Q4	–	Sell	-7,812	Closed	-$1.69M	–	139
2025 Q3	$1.69M	Buy	+7,812	New	+$1.64M	0.41%	62
2025 Q2	–	Sell	-7,742	Closed	-$1.5M	–	128
2025 Q1	$1.5M	Hold	7,742	–	–	0.46%	59
2024 Q4	$1.52M	Hold	7,742	–	–	0.46%	58
2024 Q3	$1.53M	Sell	7,742 -18	-0.2%	-$3.43K	0.48%	57
2024 Q2	$1.42M	Hold	7,760	–	–	0.48%	57
2024 Q1	$1.42M	Hold	7,760	–	–	0.5%	60
2023 Q4	$1.32M	Buy	7,760 +5,776	+291%	+$929K	0.49%	58
2023 Q3	$308K	Sell	1,984 -1,115	-36%	-$181K	0.12%	101
2023 Q2	$503K	Sell	3,099 -65	-2%	-$10.2K	0.19%	86
2023 Q1	$487K	Buy	3,164 +121	+4%	+$18.5K	0.2%	87
2022 Q4	$462K	Buy	3,043 +728	+31%	+$109K	0.2%	85
2022 Q3	$313K	Sell	2,315 -650	-22%	-$96.7K	0.14%	102
2022 Q2	$425K	Buy	2,965 +1,105	+59%	+$168K	0.18%	97
2022 Q1	$302K	Sell	1,860 -582	-24%	-$93.9K	0.11%	108
2021 Q4	$419K	Hold	2,442	–	–	0.15%	89
2021 Q3	$375K	Buy	2,442 +475	+24%	+$75.7K	0.15%	89
2021 Q2	$304K	Hold	1,967	–	–	0.13%	94
2021 Q1	$289K	Hold	1,967	–	–	0.14%	94
2020 Q4	$278K	Hold	1,967	–	–	0.15%	90
2020 Q3	$253K	Buy	+1,967	New	+$247K	0.16%	86
2020 Q1	–	Sell	-2,291	Closed	-$286K	–	110
2019 Q4	$286K	Buy	+2,291	New	+$277K	0.22%	90

Other funds holding VIG

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.33B AUM 20.56% 1-Year Est. Return

NovaPoint Capital's VIG Position: Q3 2026 in Review

NovaPoint Capital increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.06% in Q3 2026, buying an estimated $1.2K and bringing the position to 8,358 shares worth $1.95M. The position accounts for 0.42% of the portfolio, ranked #60.

NovaPoint Capital first reported a position in VIG in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.98M in Q2 2026. 1,165 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

NovaPoint Capital held 8,358 shares of Vanguard Dividend Appreciation ETF worth $1.95M as of Q3 2026.
NovaPoint Capital bought 5 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $1.2K.
Vanguard Dividend Appreciation ETF made up 0.42% of NovaPoint Capital's portfolio in Q3 2026, its #60 holding.
NovaPoint Capital first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 23 quarters since.
NovaPoint Capital's Vanguard Dividend Appreciation ETF position peaked at $1.98M in Q2 2026.
1,165 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on NovaPoint Capital's 13F filing for Q3 2026, filed 22 Oct 2026.