NWF Advisory Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

NWF Advisory Services’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	$16.6M	Buy	71,200 +343	+0.5%	+$82.4K	1.55%	14
2026 Q2	$16.8M	Buy	70,857 +1,874	+3%	+$430K	1.58%	14
2026 Q1	$14.8M	Buy	68,983 +709	+1%	+$158K	1.68%	14
2025 Q4	$15M	Sell	68,274 -2,486	-4%	-$543K	1.66%	15
2025 Q3	$15.3M	Buy	70,760 +5,955	+9%	+$1.25M	1.68%	15
2025 Q2	$13.3M	Buy	64,805 +1,421	+2%	+$275K	1.58%	14
2025 Q1	$12.3M	Sell	63,384 -2,017	-3%	-$401K	1.73%	12
2024 Q4	$12.8M	Buy	65,401 +5,025	+8%	+$1M	1.88%	14
2024 Q3	$12M	Buy	60,376 +4,204	+7%	+$800K	1.74%	12
2024 Q2	$10.3M	Buy	56,172 +3,538	+7%	+$637K	1.63%	15
2024 Q1	$9.6M	Buy	52,634 +26,266	+100%	+$4.61M	1.61%	15
2023 Q4	$4.49M	Buy	26,368 +3,841	+17%	+$618K	0.89%	29
2023 Q3	$3.5M	Buy	22,527 +2,323	+11%	+$377K	0.82%	30
2023 Q2	$3.28M	Hold	20,204	–	–	0.76%	31
2023 Q1	$3.28M	Buy	+20,204	New	+$3.1M	0.76%	31

Other funds holding VIG

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

PCMC

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

NWF Advisory Services's VIG Position: Q3 2026 in Review

NWF Advisory Services increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.48% in Q3 2026, buying an estimated $82.4K and bringing the position to 71,200 shares worth $16.6M. The position accounts for 1.55% of the portfolio, ranked #14.

NWF Advisory Services first reported a position in VIG in Q1 2023 and has held it in 15 quarters since. The position peaked at $16.8M in Q2 2026. 617 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

NWF Advisory Services held 71,200 shares of Vanguard Dividend Appreciation ETF worth $16.6M as of Q3 2026.
NWF Advisory Services bought 343 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $82.4K.
Vanguard Dividend Appreciation ETF made up 1.55% of NWF Advisory Services's portfolio in Q3 2026, its #14 holding.
NWF Advisory Services first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and has held it in 15 quarters since.
NWF Advisory Services's Vanguard Dividend Appreciation ETF position peaked at $16.8M in Q2 2026.
617 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.