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 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

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

NovaPoint Capital's VIG Position: Q2 2026 in Review

NovaPoint Capital opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 8,353 shares worth $1.98M. The stake represents 0.41% of the portfolio and ranks #63 among its holdings. This is a return to the name: NovaPoint Capital previously reported a position in VIG as recently as Q3 2025.

NovaPoint Capital first reported a position in VIG in Q4 2019 and has held it in 22 quarters since. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

NovaPoint Capital held 8,353 shares of Vanguard Dividend Appreciation ETF worth $1.98M as of Q2 2026.
Vanguard Dividend Appreciation ETF was a new NovaPoint Capital position in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.41% of NovaPoint Capital's portfolio in Q2 2026, its #63 holding.
NovaPoint Capital first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 22 quarters since.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on NovaPoint Capital's 13F filing for Q2 2026, filed 6 Aug 2026.