Harbor Investment Advisory’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Harbor Investment Advisory’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	$3.73M	Buy	15,768 +123	+0.8%	+$28.2K	0.26%	72
2026 Q1	$3.36M	Sell	15,645 -459	-3%	-$102K	0.26%	72
2025 Q4	$3.54M	Buy	16,104 +172	+1%	+$37.6K	0.27%	70
2025 Q3	$3.44M	Sell	15,932 -190	-1%	-$39.9K	0.28%	66
2025 Q2	$3.3M	Sell	16,122 -1,032	-6%	-$200K	0.29%	69
2025 Q1	$3.33M	Buy	17,154 +339	+2%	+$67.4K	0.32%	61
2024 Q4	$3.29M	Buy	16,815 +1,304	+8%	+$260K	0.31%	64
2024 Q3	$3.07M	Buy	15,511 +1,122	+8%	+$214K	0.3%	64
2024 Q2	$2.63M	Buy	14,389 +838	+6%	+$151K	0.27%	68
2024 Q1	$2.47M	Buy	13,551 +184	+1%	+$32.3K	0.26%	72
2023 Q4	$2.28M	Sell	13,367 -169	-1%	-$27.2K	0.26%	71
2023 Q3	$2.1M	Sell	13,536 -137	-1%	-$22.2K	0.28%	68
2023 Q2	$2.22M	Sell	13,673 -58	-0.4%	-$9.08K	0.31%	67
2023 Q1	$2.11M	Buy	13,731 +557	+4%	+$85.3K	0.32%	65
2022 Q4	$2M	Sell	13,174 -160	-1%	-$23.8K	0.31%	70
2022 Q3	$1.8M	Buy	13,334 +157	+1%	+$23.4K	0.3%	67
2022 Q2	$1.89M	Buy	13,177 +880	+7%	+$134K	0.3%	69
2022 Q1	$1.99M	Buy	12,297 +615	+5%	+$99.2K	0.26%	76
2021 Q4	$2.01M	Buy	11,682 +1,057	+10%	+$174K	0.25%	74
2021 Q3	$1.63M	Buy	10,625 +90	+0.9%	+$14.3K	0.22%	85
2021 Q2	$1.63M	Buy	10,535 +399	+4%	+$61.2K	0.22%	89
2021 Q1	$1.49M	Sell	10,136 -27	-0.3%	-$3.84K	0.22%	92
2020 Q4	$1.44M	Sell	10,163 -30	-0.3%	-$4.07K	0.23%	90
2020 Q3	$1.31M	Buy	10,193 +103	+1%	+$13K	0.25%	80
2020 Q2	$1.18M	Sell	10,090 -58	-0.6%	-$6.6K	0.25%	83
2020 Q1	$1.05M	Sell	10,148 -431	-4%	-$51.4K	0.28%	81
2019 Q4	$1.32M	Buy	+10,579	New	+$1.28M	0.3%	77

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

Harbor Investment Advisory's VIG Position: Q2 2026 in Review

Harbor Investment Advisory increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.79% in Q2 2026, buying an estimated $28.2K and bringing the position to 15,768 shares worth $3.73M. The position accounts for 0.26% of the portfolio, ranked #72.

Harbor Investment Advisory first reported a position in VIG in Q4 2019 and has held it in 27 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Harbor Investment Advisory held 15,768 shares of Vanguard Dividend Appreciation ETF worth $3.73M as of Q2 2026.
Harbor Investment Advisory bought 123 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $28.2K.
Vanguard Dividend Appreciation ETF made up 0.26% of Harbor Investment Advisory's portfolio in Q2 2026, its #72 holding.
Harbor Investment Advisory first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 27 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.