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Nvest Wealth Strategies’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Nvest Wealth Strategies’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 		– Sell
-1
Closed -$216 – 431
2026
Q1 		$216 Buy
+1
New +$223 ﹤0.01% 381

Other funds holding VIG

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Nvest Wealth Strategies's VIG Position: Q2 2026 in Review

Nvest Wealth Strategies sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2026, closing a stake of 1 share — an estimated $216 sold.

Nvest Wealth Strategies first reported a position in VIG in Q1 2026 and held it in 1 quarter. The position peaked at $216 in Q1 2026. 1,858 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Nvest Wealth Strategies reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2026 after selling out during the quarter.
  • Nvest Wealth Strategies sold 1 Vanguard Dividend Appreciation ETF share in Q2 2026, an estimated $216.
  • Nvest Wealth Strategies first reported a position in Vanguard Dividend Appreciation ETF in Q1 2026 and held it in 1 quarter.
  • Nvest Wealth Strategies's Vanguard Dividend Appreciation ETF position peaked at $216 in Q1 2026.
  • 1,858 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.