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 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	$9.61M	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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NWF Advisory Services's VIG Position: Q1 2026 in Review

NWF Advisory Services increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1% in Q1 2026, buying an estimated $158K and bringing the position to 68,983 shares worth $14.8M. The position accounts for 1.68% of the portfolio, ranked #14.

NWF Advisory Services first reported a position in VIG in Q1 2023 and has held it in 13 quarters since. The position peaked at $15.3M in Q3 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

NWF Advisory Services held 68,983 shares of Vanguard Dividend Appreciation ETF worth $14.8M as of Q1 2026.
NWF Advisory Services bought 709 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $158K.
Vanguard Dividend Appreciation ETF made up 1.68% of NWF Advisory Services's portfolio in Q1 2026, its #14 holding.
NWF Advisory Services first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and has held it in 13 quarters since.
NWF Advisory Services's Vanguard Dividend Appreciation ETF position peaked at $15.3M in Q3 2025.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.