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

HB 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	$1.23B	Buy	5,763,602 +57,711	+1%	+$12.9M	7.94%	2
2025 Q4	$1.24B	Buy	5,705,891 +194,577	+4%	+$42.5M	8.03%	2
2025 Q3	$1.18B	Buy	5,511,314 +295,707	+6%	+$62.1M	7.97%	2
2025 Q2	$1.07B	Sell	5,215,607 -133,636	-2%	-$25.9M	8.48%	2
2025 Q1	$1.03B	Buy	5,349,243 +480,314	+10%	+$95.5M	8.6%	2
2024 Q4	$943M	Buy	4,868,929 +82,030	+2%	+$16.4M	9.63%	2
2024 Q3	$937M	Buy	4,786,899 +128,314	+3%	+$24.4M	10.06%	2
2024 Q2	$850M	Buy	4,658,585 +199,355	+4%	+$35.9M	9.92%	2
2024 Q1	$814M	Buy	4,459,230 +612,202	+16%	+$108M	10.25%	2
2023 Q4	$656M	Buy	3,847,028 +254,175	+7%	+$40.9M	9.42%	2
2023 Q3	$558M	Buy	3,592,853 +27,851	+0.8%	+$4.51M	9.01%	2
2023 Q2	$579M	Sell	3,565,002 -77,857	-2%	-$12.2M	9.24%	2
2023 Q1	$545M	Buy	3,642,859 +122,210	+3%	+$18.7M	9.46%	2
2022 Q4	$535M	Buy	3,520,649 +98,414	+3%	+$14.7M	9.73%	2
2022 Q3	$463M	Buy	3,422,235 +45,191	+1%	+$6.72M	9.84%	2
2022 Q2	$485M	Buy	3,377,044 +76,019	+2%	+$11.6M	9.94%	2
2022 Q1	$535M	Buy	3,301,025 +245,359	+8%	+$39.6M	9.92%	2
2021 Q4	$525M	Buy	+3,055,666	New	+$504M	10.56%	2

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HB Wealth Management's VIG Position: Q1 2026 in Review

HB Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1% in Q1 2026, buying an estimated $12.9M and bringing the position to 5,763,602 shares worth $1.23B. The position accounts for 7.94% of the portfolio, ranked #2.

HB Wealth Management first reported a position in VIG in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.24B in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

HB Wealth Management held 5,763,602 shares of Vanguard Dividend Appreciation ETF worth $1.23B as of Q1 2026.
HB Wealth Management bought 57,711 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $12.9M.
Vanguard Dividend Appreciation ETF made up 7.94% of HB Wealth Management's portfolio in Q1 2026, its #2 holding.
HB Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 18 quarters since.
HB Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $1.24B in Q4 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.