Heck Capital Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Heck Capital 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 Q2	$602K	Hold	2,546	–	–	0.04%	143
2026 Q1	$548K	Hold	2,546	–	–	0.04%	141
2025 Q4	$560K	Hold	2,546	–	–	0.04%	141
2025 Q3	$550K	Hold	2,546	–	–	0.04%	139
2025 Q2	$521K	Buy	2,546 +156	+7%	+$30.2K	0.04%	129
2025 Q1	$464K	Hold	2,390	–	–	0.05%	119
2024 Q4	$468K	Hold	2,390	–	–	0.05%	116
2024 Q3	$473K	Hold	2,390	–	–	0.05%	110
2024 Q2	$436K	Hold	2,390	–	–	0.05%	111
2024 Q1	$436K	Hold	2,390	–	–	0.07%	99
2023 Q4	$407K	Hold	2,390	–	–	0.07%	102
2023 Q3	$371K	Hold	2,390	–	–	0.07%	101
2023 Q2	$388K	Hold	2,390	–	–	0.07%	99
2023 Q1	$368K	Hold	2,390	–	–	0.07%	92
2022 Q4	$363K	Buy	2,390 +1,010	+73%	+$151K	0.07%	97
2022 Q3	$187K	Hold	1,380	–	–	0.04%	115
2022 Q2	$198K	Hold	1,380	–	–	0.04%	115
2022 Q1	$224K	Hold	1,380	–	–	0.04%	113
2021 Q4	$237K	Hold	1,380	–	–	0.04%	104
2021 Q3	$212K	Hold	1,380	–	–	0.04%	107
2021 Q2	$214K	Hold	1,380	–	–	0.04%	105
2021 Q1	$203K	Hold	1,380	–	–	0.04%	104
2020 Q4	$195K	Buy	+1,380	New	+$187K	0.05%	95

Other funds holding VIG

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Heck Capital Advisors's VIG Position: Q2 2026 in Review

Heck Capital Advisors held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 2,546 shares worth $602K. The position accounts for 0.04% of the portfolio, ranked #143.

Heck Capital Advisors first reported a position in VIG in Q4 2020 and has held it in 23 quarters since. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Heck Capital Advisors held 2,546 shares of Vanguard Dividend Appreciation ETF worth $602K as of Q2 2026.
Heck Capital Advisors left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.04% of Heck Capital Advisors's portfolio in Q2 2026, its #143 holding.
Heck Capital Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 23 quarters since.
1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.