DHJJ Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

DHJJ Financial Advisors’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	$7.65M	Buy	32,335 +687	+2%	+$158K	2.21%	9
2026 Q1	$6.81M	Sell	31,648 -417	-1%	-$93K	2.26%	8
2025 Q4	$7.05M	Sell	32,065 -1,056	-3%	-$231K	2.34%	9
2025 Q3	$7.15M	Sell	33,121 -53	-0.2%	-$11.1K	2.42%	9
2025 Q2	$6.79M	Buy	33,174 +351	+1%	+$68K	2.45%	8
2025 Q1	$6.37M	Buy	32,823 +85	+0.3%	+$16.9K	2.56%	7
2024 Q4	$6.41M	Buy	32,738 +383	+1%	+$76.5K	2.5%	7
2024 Q3	$6.41M	Buy	32,355 +73	+0.2%	+$13.9K	2.54%	8
2024 Q2	$5.89M	Sell	32,282 -3	-0%	-$540	2.49%	8
2024 Q1	$5.9M	Sell	32,285 -150	-0.5%	-$26.4K	2.61%	7
2023 Q4	$5.53M	Sell	32,435 -776	-2%	-$125K	2.58%	8
2023 Q3	$5.16M	Sell	33,211 -610	-2%	-$98.9K	2.62%	9
2023 Q2	$5.49M	Sell	33,821 -131	-0.4%	-$20.5K	2.86%	9
2023 Q1	$5.23M	Sell	33,952 -345	-1%	-$52.9K	2.84%	9
2022 Q4	$5.2M	Sell	34,297 -553	-2%	-$82.4K	2.98%	8
2022 Q3	$4.71M	Buy	34,850 +393	+1%	+$58.5K	2.75%	9
2022 Q2	$4.95M	Buy	34,457 +2,300	+7%	+$350K	2.77%	9
2022 Q1	$5.24M	Buy	32,157 +199	+0.6%	+$32.1K	2.51%	9
2021 Q4	$5.49M	Buy	31,958 +521	+2%	+$85.9K	2.58%	9
2021 Q3	$4.84M	Buy	31,437 +1,669	+6%	+$266K	2.5%	9
2021 Q2	$4.61M	Buy	29,768 +883	+3%	+$136K	2.43%	9
2021 Q1	$4.26M	Buy	28,885 +1,119	+4%	+$159K	2.47%	9
2020 Q4	$3.92M	Buy	+27,766	New	+$3.76M	2.46%	9

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

DHJJ Financial Advisors's VIG Position: Q2 2026 in Review

DHJJ Financial Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2.2% in Q2 2026, buying an estimated $158K and bringing the position to 32,335 shares worth $7.65M. The position accounts for 2.21% of the portfolio, ranked #9.

DHJJ Financial Advisors 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.

DHJJ Financial Advisors held 32,335 shares of Vanguard Dividend Appreciation ETF worth $7.65M as of Q2 2026.
DHJJ Financial Advisors bought 687 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $158K.
Vanguard Dividend Appreciation ETF made up 2.21% of DHJJ Financial Advisors's portfolio in Q2 2026, its #9 holding.
DHJJ Financial Advisors 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 DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.