Old North State Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Old North State Wealth Management’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	$1.83M	Sell	7,743 -322	-4%	-$73.9K	0.78%	38
2026 Q1	$1.74M	Buy	8,065 +139	+2%	+$31K	0.8%	39
2025 Q4	$1.74M	Buy	7,926 +67	+0.9%	+$14.6K	0.82%	39
2025 Q3	$1.7M	Buy	7,859 +419	+6%	+$88K	0.79%	39
2025 Q2	$1.52M	Sell	7,440 -50	-0.7%	-$9.69K	0.79%	40
2025 Q1	$1.45M	Buy	7,490 +266	+4%	+$52.9K	0.81%	40
2024 Q4	$1.42M	Buy	7,224 +355	+5%	+$70.9K	0.8%	42
2024 Q3	$1.36M	Sell	6,869 -276	-4%	-$52.6K	0.76%	41
2024 Q2	$1.31M	Buy	7,145 +414	+6%	+$74.5K	0.86%	39
2024 Q1	$1.23M	Sell	6,731 -407	-6%	-$71.5K	0.8%	41
2023 Q4	$1.22M	Buy	7,138 +73	+1%	+$11.7K	0.9%	39
2023 Q3	$1.1M	Buy	7,065 +34	+0.5%	+$5.51K	0.96%	36
2023 Q2	$1.14M	Sell	7,031 -127	-2%	-$19.9K	1%	37
2023 Q1	$1.1M	Buy	7,158 +34	+0.5%	+$5.21K	1.03%	33
2022 Q4	$1.08M	Sell	7,124 -1,942	-21%	-$289K	1.09%	31
2022 Q3	$1.23M	Buy	9,066 +256	+3%	+$38.1K	1.42%	27
2022 Q2	$1.26M	Buy	8,810 +1,625	+23%	+$247K	1.44%	26
2022 Q1	$1.17M	Buy	7,185 +29	+0.4%	+$4.68K	1.17%	30
2021 Q4	$1.23M	Buy	+7,156	New	+$1.18M	1.24%	28

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

Old North State Wealth Management's VIG Position: Q2 2026 in Review

Old North State Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 4% in Q2 2026, selling an estimated $73.9K and leaving 7,743 shares worth $1.83M. The position accounts for 0.78% of the portfolio, ranked #38.

Old North State Wealth Management first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Old North State Wealth Management held 7,743 shares of Vanguard Dividend Appreciation ETF worth $1.83M as of Q2 2026.
Old North State Wealth Management sold 322 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $73.9K.
Vanguard Dividend Appreciation ETF made up 0.78% of Old North State Wealth Management's portfolio in Q2 2026, its #38 holding.
Old North State Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Old North State Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.