Hamilton Point Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Hamilton Point Investment 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	$645K	Hold	2,726	–	–	0.09%	94
2026 Q1	$586K	Hold	2,726	–	–	0.09%	91
2025 Q4	$599K	Buy	2,726 +250	+10%	+$54.6K	0.09%	90
2025 Q3	$536K	Hold	2,476	–	–	0.08%	93
2025 Q2	$509K	Hold	2,476	–	–	0.08%	94
2025 Q1	$480K	Hold	2,476	–	–	0.09%	91
2024 Q4	$485K	Sell	2,476 -236	-9%	-$47.1K	0.09%	93
2024 Q3	$539K	Buy	2,712 +236	+10%	+$44.9K	0.1%	85
2024 Q2	$454K	Hold	2,476	–	–	0.09%	85
2024 Q1	$452K	Sell	2,476 -369	-13%	-$64.8K	0.09%	88
2023 Q4	$485K	Hold	2,845	–	–	0.1%	90
2023 Q3	$444K	Hold	2,845	–	–	0.11%	86
2023 Q2	$464K	Hold	2,845	–	–	0.11%	85
2023 Q1	$438K	Buy	+2,845	New	+$436K	0.11%	84

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

Hamilton Point Investment Advisors's VIG Position: Q2 2026 in Review

Hamilton Point Investment Advisors held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 2,726 shares worth $645K. The position accounts for 0.09% of the portfolio, ranked #94.

Hamilton Point Investment Advisors first reported a position in VIG in Q1 2023 and has held it in 14 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Hamilton Point Investment Advisors held 2,726 shares of Vanguard Dividend Appreciation ETF worth $645K as of Q2 2026.
Hamilton Point Investment Advisors left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.09% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #94 holding.
Hamilton Point Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and has held it in 14 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.