Novem Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Novem Group’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	$14.1M	Buy	60,415 +1,953	+3%	+$469K	1.4%	16
2026 Q2	$13.8M	Sell	58,462 -95	-0.2%	-$21.8K	1.4%	18
2026 Q1	$12.6M	Sell	58,557 -79,962	-58%	-$17.8M	1.44%	18
2025 Q4	$30.4M	Buy	138,519 +5,095	+4%	+$1.11M	3.5%	2
2025 Q3	$28.8M	Sell	133,424 -12,588	-9%	-$2.64M	3.37%	3
2025 Q2	$29.9M	Sell	146,012 -20,434	-12%	-$3.96M	3.76%	2
2025 Q1	$32.3M	Buy	166,446 +10,053	+6%	+$2M	4.53%	1
2024 Q4	$30.6M	Buy	+156,393	New	+$31.2M	4.46%	2

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

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

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

Novem Group's VIG Position: Q3 2026 in Review

Novem Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 3.3% in Q3 2026, buying an estimated $469K and bringing the position to 60,415 shares worth $14.1M. The position accounts for 1.4% of the portfolio, ranked #16.

Novem Group first reported a position in VIG in Q4 2024 and has held it in 8 quarters since. The position peaked at $32.3M in Q1 2025. 936 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Novem Group held 60,415 shares of Vanguard Dividend Appreciation ETF worth $14.1M as of Q3 2026.
Novem Group bought 1,953 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $469K.
Vanguard Dividend Appreciation ETF made up 1.4% of Novem Group's portfolio in Q3 2026, its #16 holding.
Novem Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 8 quarters since.
Novem Group's Vanguard Dividend Appreciation ETF position peaked at $32.3M in Q1 2025.
936 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Novem Group's 13F filing for Q3 2026, filed 19 Oct 2026.