WN
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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
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

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Williams & Novak's VIG Position: Q2 2026 in Review

Williams & Novak held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 1,584 shares worth $375K. The position accounts for 0.25% of the portfolio, ranked #87.

Williams & Novak first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. 984 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Williams & Novak held 1,584 shares of Vanguard Dividend Appreciation ETF worth $375K as of Q2 2026.
  • Williams & Novak left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
  • Vanguard Dividend Appreciation ETF made up 0.25% of Williams & Novak's portfolio in Q2 2026, its #87 holding.
  • Williams & Novak first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
  • 984 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.