Sittner & Nelson’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Sittner & Nelson’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	$67.2K	Hold	284	–	–	0.02%	273
2026 Q1	$61.1K	Hold	284	–	–	0.02%	279
2025 Q4	$65.2K	Hold	284	–	–	0.02%	250
2025 Q3	$61.3K	Sell	284 -44	-13%	-$9.24K	0.02%	236
2025 Q2	$67.1K	Hold	328	–	–	0.03%	225
2025 Q1	$63.6K	Buy	328 +70	+27%	+$13.9K	0.03%	213
2024 Q4	$50.5K	Buy	258 +44	+21%	+$8.79K	0.02%	225
2024 Q3	$42.4K	Sell	214 -36	-14%	-$6.86K	0.02%	243
2024 Q2	$45.6K	Hold	250	–	–	0.02%	220
2024 Q1	$45.7K	Buy	250 +16	+7%	+$2.81K	0.02%	221
2023 Q4	$39.9K	Hold	234	–	–	0.02%	229
2023 Q3	$36.4K	Buy	234 +184	+368%	+$29.8K	0.02%	233
2023 Q2	$8.12K	Hold	50	–	–	﹤0.01%	360
2023 Q1	$7.7K	Hold	50	–	–	﹤0.01%	376
2022 Q4	$7.59K	Hold	50	–	–	﹤0.01%	360
2022 Q3	$7K	Hold	50	–	–	﹤0.01%	363
2022 Q2	$7K	Hold	50	–	–	﹤0.01%	398
2022 Q1	$8K	Hold	50	–	–	﹤0.01%	358
2021 Q4	$9K	Hold	50	–	–	0.01%	351
2021 Q3	$8K	Sell	50 -8	-14%	-$1.27K	0.01%	339
2021 Q2	$9K	Hold	58	–	–	0.01%	310
2021 Q1	$9K	Hold	58	–	–	0.01%	302
2020 Q4	$8K	Buy	+58	New	+$7.86K	0.01%	299

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

Sittner & Nelson's VIG Position: Q2 2026 in Review

Sittner & Nelson held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 284 shares worth $67.2K. The position accounts for 0.02% of the portfolio, ranked #273.

Sittner & Nelson first reported a position in VIG in Q4 2020 and has held it in 23 quarters since. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Sittner & Nelson held 284 shares of Vanguard Dividend Appreciation ETF worth $67.2K as of Q2 2026.
Sittner & Nelson left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.02% of Sittner & Nelson's portfolio in Q2 2026, its #273 holding.
Sittner & Nelson first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 23 quarters since.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.