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Hazlett, Burt & Watson’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Hazlett, Burt & Watson’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 		$3.24M Buy
15,072
+970
+7% +$216K 1.01% 15
2025
Q4 		$3.1M Buy
14,102
+1,813
+15% +$396K 0.99% 16
2025
Q3 		$2.65M Sell
12,289
-267
-2% -$56.1K 0.94% 21
2025
Q2 		$2.57M Sell
12,556
-107
-0.8% -$20.7K 1.05% 17
2025
Q1 		$2.46M Buy
12,663
+249
+2% +$49.5K 1.1% 16
2024
Q4 		$2.43M Buy
12,414
+224
+2% +$44.7K 1.08% 18
2024
Q3 		$2.42M Buy
12,190
+117
+1% +$22.3K 1.11% 15
2024
Q2 		$2.2M Sell
12,073
-304
-2% -$54.7K 1.13% 17
2024
Q1 		$2.26M Buy
12,377
+660
+6% +$116K 1.35% 12
2023
Q4 		$2M Buy
11,717
+121
+1% +$19.5K 1.34% 13
2023
Q3 		$1.8M Buy
11,596
+4,218
+57% +$684K 1.34% 13
2023
Q2 		$1.2M Buy
7,378
+897
+14% +$140K 0.89% 20
2023
Q1 		$998K Buy
6,481
+162
+3% +$24.8K 0.82% 21
2022
Q4 		$959K Buy
6,319
+407
+7% +$60.7K 0.84% 22
2022
Q3 		$800K Buy
5,912
+339
+6% +$50.4K 0.77% 24
2022
Q2 		$801K Buy
5,573
+6
+0.1% +$913 0.73% 25
2022
Q1 		$901K Buy
+5,567
New +$898K 0.71% 27

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hazlett, Burt & Watson's VIG Position: Q1 2026 in Review

Hazlett, Burt & Watson increased its Vanguard Dividend Appreciation ETF (VIG) stake by 6.9% in Q1 2026, buying an estimated $216K and bringing the position to 15,072 shares worth $3.24M. The position accounts for 1.01% of the portfolio, ranked #15.

Hazlett, Burt & Watson first reported a position in VIG in Q1 2022 and has held it in 17 quarters since. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Hazlett, Burt & Watson held 15,072 shares of Vanguard Dividend Appreciation ETF worth $3.24M as of Q1 2026.
  • Hazlett, Burt & Watson bought 970 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $216K.
  • Vanguard Dividend Appreciation ETF made up 1.01% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #15 holding.
  • Hazlett, Burt & Watson first reported a position in Vanguard Dividend Appreciation ETF in Q1 2022 and has held it in 17 quarters since.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.