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Hapanowicz & Associates Financial Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Hapanowicz & Associates Financial Services’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 		$21.2M Buy
89,640
+969
+1% +$223K 6.6% 6
2026
Q1 		$19.1M Buy
88,671
+2,079
+2% +$463K 7.58% 5
2025
Q4 		$19M Buy
86,592
+1,449
+2% +$317K 7.46% 5
2025
Q3 		$18.4M Buy
85,143
+1,555
+2% +$327K 8.48% 4
2025
Q2 		$17.1M Buy
83,588
+395
+0.5% +$76.6K 8.64% 4
2025
Q1 		$16.1M Buy
83,193
+2,807
+3% +$558K 8.98% 4
2024
Q4 		$15.7M Sell
80,386
-274
-0.3% -$54.7K 7.91% 5
2024
Q3 		$16M Buy
80,660
+1,888
+2% +$359K 8.04% 5
2024
Q2 		$14.4M Buy
78,772
+2,636
+3% +$474K 8.21% 5
2024
Q1 		$13.9M Sell
76,136
-1,393
-2% -$245K 7.94% 5
2023
Q4 		$13.2M Buy
77,529
+5,290
+7% +$851K 8.14% 5
2023
Q3 		$11.2M Buy
72,239
+2,349
+3% +$381K 7.98% 5
2023
Q2 		$11.4M Sell
69,890
-1,505
-2% -$236K 7.59% 5
2023
Q1 		$11M Buy
71,395
+1,175
+2% +$180K 7.59% 5
2022
Q4 		$10.7M Buy
+70,220
New +$10.5M 7.74% 5

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Hapanowicz & Associates Financial Services's VIG Position: Q2 2026 in Review

Hapanowicz & Associates Financial Services increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.1% in Q2 2026, buying an estimated $223K and bringing the position to 89,640 shares worth $21.2M. The position accounts for 6.6% of the portfolio, ranked #6.

Hapanowicz & Associates Financial Services first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. 1,328 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Hapanowicz & Associates Financial Services held 89,640 shares of Vanguard Dividend Appreciation ETF worth $21.2M as of Q2 2026.
  • Hapanowicz & Associates Financial Services bought 969 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $223K.
  • Vanguard Dividend Appreciation ETF made up 6.6% of Hapanowicz & Associates Financial Services's portfolio in Q2 2026, its #6 holding.
  • Hapanowicz & Associates Financial Services first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,328 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Hapanowicz & Associates Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.