Harbor Asset Planning’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Harbor Asset Planning’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 Q3	$419K	Sell	1,796 -3	-0.2%	-$721	0.31%	65
2026 Q2	$426K	Buy	1,799 +6	+0.3%	+$1.38K	0.32%	63
2026 Q1	$386K	Buy	1,793 +5	+0.3%	+$1.12K	0.32%	66
2025 Q4	$393K	Buy	1,788 +11	+0.6%	+$2.4K	0.34%	63
2025 Q3	$383K	Buy	1,777 +7	+0.4%	+$1.47K	0.34%	61
2025 Q2	$362K	Buy	+1,770	New	+$343K	0.35%	61

Other funds holding VIG

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Harbor Asset Planning's VIG Position: Q3 2026 in Review

Harbor Asset Planning reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.17% in Q3 2026, selling an estimated $721 and leaving 1,796 shares worth $419K. The position accounts for 0.31% of the portfolio, ranked #65.

Harbor Asset Planning first reported a position in VIG in Q2 2025 and has held it in 6 quarters since. The position peaked at $426K in Q2 2026. 1,533 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Harbor Asset Planning held 1,796 shares of Vanguard Dividend Appreciation ETF worth $419K as of Q3 2026.
Harbor Asset Planning sold 3 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $721.
Vanguard Dividend Appreciation ETF made up 0.31% of Harbor Asset Planning's portfolio in Q3 2026, its #65 holding.
Harbor Asset Planning first reported a position in Vanguard Dividend Appreciation ETF in Q2 2025 and has held it in 6 quarters since.
Harbor Asset Planning's Vanguard Dividend Appreciation ETF position peaked at $426K in Q2 2026.
1,533 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.