Hartmann Taylor Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Hartmann Taylor Wealth 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 Q1	$1.54M	Sell	7,154 -939	-12%	-$209K	1.02%	23
2025 Q4	$1.78M	Sell	8,093 -170	-2%	-$37.1K	1.2%	23
2025 Q3	$1.78M	Hold	8,263	–	–	1.28%	23
2025 Q2	$1.69M	Sell	8,263 -6	-0.1%	-$1.16K	1.41%	20
2025 Q1	$1.6M	Buy	+8,269	New	+$1.64M	1.44%	19

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hartmann Taylor Wealth Management's VIG Position: Q1 2026 in Review

Hartmann Taylor Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 12% in Q1 2026, selling an estimated $209K and leaving 7,154 shares worth $1.54M. The position accounts for 1.02% of the portfolio, ranked #23.

Hartmann Taylor Wealth Management first reported a position in VIG in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.78M in Q3 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Hartmann Taylor Wealth Management held 7,154 shares of Vanguard Dividend Appreciation ETF worth $1.54M as of Q1 2026.
Hartmann Taylor Wealth Management sold 939 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $209K.
Vanguard Dividend Appreciation ETF made up 1.02% of Hartmann Taylor Wealth Management's portfolio in Q1 2026, its #23 holding.
Hartmann Taylor Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2025 and has held it in 5 quarters since.
Hartmann Taylor Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $1.78M in Q3 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Hartmann Taylor Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.