TrueNorth Wealth & Impact, LLC’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

TrueNorth Wealth & Impact, LLC’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	$11.8M	Buy	+50,603	New	+$12.2M	4.49%	3

Other funds holding VIG

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $225B AUM

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's VIG Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q3 2026: 50,603 shares worth $11.8M. The stake represents 4.49% of the portfolio and ranks #3 among its holdings.

2,356 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

TrueNorth Wealth & Impact, LLC held 50,603 shares of Vanguard Dividend Appreciation ETF worth $11.8M as of Q3 2026.
Vanguard Dividend Appreciation ETF was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
Vanguard Dividend Appreciation ETF made up 4.49% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #3 holding.
2,356 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.