Williams & Novak’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Williams & Novak’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	$370K	Hold	1,584	–	–	0.22%	88
2026 Q2	$375K	Hold	1,584	–	–	0.25%	87
2026 Q1	$342K	Hold	1,584	–	–	0.26%	82
2025 Q4	$348K	Sell	1,584 -50	-3%	-$10.9K	0.26%	81
2025 Q3	$353K	Sell	1,634 -100	-6%	-$21K	0.27%	82
2025 Q2	$355K	Hold	1,734	–	–	0.3%	81
2025 Q1	$336K	Hold	1,734	–	–	0.33%	76
2024 Q4	$340K	Hold	1,734	–	–	0.33%	74
2024 Q3	$343K	Hold	1,734	–	–	0.32%	79
2024 Q2	$317K	Sell	1,734 -100	-5%	-$18K	0.29%	81
2024 Q1	$313K	Hold	1,834	–	–	0.36%	64
2023 Q4	$313K	Buy	+1,834	New	+$295K	0.36%	64

Other funds holding VIG

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

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

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

Williams & Novak's VIG Position: Q3 2026 in Review

Williams & Novak held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q3 2026 at 1,584 shares worth $370K. The position accounts for 0.22% of the portfolio, ranked #88.

Williams & Novak first reported a position in VIG in Q4 2023 and has held it in 12 quarters since. The position peaked at $375K in Q2 2026. 1,705 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Williams & Novak held 1,584 shares of Vanguard Dividend Appreciation ETF worth $370K as of Q3 2026.
Williams & Novak left its Vanguard Dividend Appreciation ETF share count unchanged in Q3 2026.
Vanguard Dividend Appreciation ETF made up 0.22% of Williams & Novak's portfolio in Q3 2026, its #88 holding.
Williams & Novak first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 12 quarters since.
Williams & Novak's Vanguard Dividend Appreciation ETF position peaked at $375K in Q2 2026.
1,705 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.