Heartwood Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Heartwood Wealth Advisors’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 Q3	$233K	Hold	998	–	–	0.02%	210
2026 Q2	$236K	Hold	998	–	–	0.02%	219
2026 Q1	$215K	Buy	+998	New	+$222K	0.02%	218
2025 Q4	–	Sell	-811	Closed	-$175K	–	580
2025 Q3	$175K	Buy	+811	New	+$170K	0.02%	207

Other funds holding VIG

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

BWM

Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

GWSA

Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Heartwood Wealth Advisors's VIG Position: Q3 2026 in Review

Heartwood Wealth Advisors held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q3 2026 at 998 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #210.

Heartwood Wealth Advisors first reported a position in VIG in Q3 2025 and has held it in 4 quarters since. The position peaked at $236K in Q2 2026. 89 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Heartwood Wealth Advisors held 998 shares of Vanguard Dividend Appreciation ETF worth $233K as of Q3 2026.
Heartwood Wealth Advisors left its Vanguard Dividend Appreciation ETF share count unchanged in Q3 2026.
Vanguard Dividend Appreciation ETF made up 0.02% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #210 holding.
Heartwood Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2025 and has held it in 4 quarters since.
Heartwood Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $236K in Q2 2026.
89 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.