Harmony Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Harmony Asset Management’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	$1.43M	Buy	6,026 +127	+2%	+$29.2K	0.38%	63
2026 Q1	$1.27M	Sell	5,899 -110	-2%	-$24.5K	0.39%	64
2025 Q4	$1.32M	Sell	6,009 -295	-5%	-$64.5K	0.44%	58
2025 Q3	$1.36M	Sell	6,304 -50	-0.8%	-$10.5K	0.47%	57
2025 Q2	$1.3M	Hold	6,354	–	–	0.49%	59
2025 Q1	$1.23M	Sell	6,354 -100	-2%	-$19.9K	0.52%	56
2024 Q4	$1.26M	Buy	6,454 +105	+2%	+$21K	0.5%	53
2024 Q3	$1.26M	Sell	6,349 -570	-8%	-$109K	0.46%	55
2024 Q2	$1.26M	Buy	6,919 +820	+13%	+$148K	0.53%	49
2024 Q1	$1.11M	Hold	6,099	–	–	0.46%	60
2023 Q4	$1.04M	Buy	+6,099	New	+$981K	0.44%	54

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

Harmony Asset Management's VIG Position: Q2 2026 in Review

Harmony Asset Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2.2% in Q2 2026, buying an estimated $29.2K and bringing the position to 6,026 shares worth $1.43M. The position accounts for 0.38% of the portfolio, ranked #63.

Harmony Asset Management first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. 2,585 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Harmony Asset Management held 6,026 shares of Vanguard Dividend Appreciation ETF worth $1.43M as of Q2 2026.
Harmony Asset Management bought 127 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $29.2K.
Vanguard Dividend Appreciation ETF made up 0.38% of Harmony Asset Management's portfolio in Q2 2026, its #63 holding.
Harmony Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
2,585 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.