HWM
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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
Q2 		$1.37B Buy
5,857,815
+94,213
+2% +$21.6M 7.69% 2
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HB Wealth Management's VIG Position: Q2 2026 in Review

HB Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.6% in Q2 2026, buying an estimated $21.6M and bringing the position to 5,857,815 shares worth $1.37B. The position accounts for 7.69% of the portfolio, ranked #2.

HB Wealth Management first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. 2,593 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • HB Wealth Management held 5,857,815 shares of Vanguard Dividend Appreciation ETF worth $1.37B as of Q2 2026.
  • HB Wealth Management bought 94,213 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $21.6M.
  • Vanguard Dividend Appreciation ETF made up 7.69% of HB Wealth Management's portfolio in Q2 2026, its #2 holding.
  • HB Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,593 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.