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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DHJJ Financial Advisors's VIG Position: Q1 2026 in Review

DHJJ Financial Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.3% in Q1 2026, selling an estimated $93K and leaving 31,648 shares worth $6.81M. The position accounts for 2.26% of the portfolio, ranked #8.

DHJJ Financial Advisors first reported a position in VIG in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.15M in Q3 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • DHJJ Financial Advisors held 31,648 shares of Vanguard Dividend Appreciation ETF worth $6.81M as of Q1 2026.
  • DHJJ Financial Advisors sold 417 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $93K.
  • Vanguard Dividend Appreciation ETF made up 2.26% of DHJJ Financial Advisors's portfolio in Q1 2026, its #8 holding.
  • DHJJ Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 22 quarters since.
  • DHJJ Financial Advisors's Vanguard Dividend Appreciation ETF position peaked at $7.15M in Q3 2025.
  • 2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.