Hegarty Advisors
VIG icon

Hegarty Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Hegarty 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 		$1.14M Buy
4,898
+1,140
+30% +$274K 0.71% 31
2026
Q2 		$889K Buy
3,758
+69
+2% +$15.8K 0.61% 35
2026
Q1 		$793K Buy
3,689
+494
+15% +$110K 0.63% 35
2025
Q4 		$703K Buy
+3,195
New +$698K 0.61% 33

Other funds holding VIG

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Joel Isaacson & Co
Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

Hegarty Advisors's VIG Position: Q3 2026 in Review

Hegarty Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 30% in Q3 2026, buying an estimated $274K and bringing the position to 4,898 shares worth $1.14M. The position accounts for 0.71% of the portfolio, ranked #31.

Hegarty Advisors first reported a position in VIG in Q4 2025 and has held it in 4 quarters since. 1,909 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Hegarty Advisors held 4,898 shares of Vanguard Dividend Appreciation ETF worth $1.14M as of Q3 2026.
  • Hegarty Advisors bought 1,140 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $274K.
  • Vanguard Dividend Appreciation ETF made up 0.71% of Hegarty Advisors's portfolio in Q3 2026, its #31 holding.
  • Hegarty Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,909 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Hegarty Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.