HSG
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Helen Stephens Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Helen Stephens Group’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 		$7.1M Sell
29,997
-648
-2% -$149K 1.21% 18
2026
Q1 		$6.59M Sell
30,645
-403
-1% -$89.8K 1.31% 18
2025
Q4 		$6.82M Sell
31,048
-1,583
-5% -$346K 1.43% 16
2025
Q3 		$7.04M Sell
32,631
-109
-0.3% -$22.9K 1.56% 15
2025
Q2 		$6.7M Sell
32,740
-3,079
-9% -$597K 1.66% 14
2025
Q1 		$6.95M Sell
35,819
-1,863
-5% -$370K 1.97% 13
2024
Q4 		$7.38M Sell
37,682
-43,879
-54% -$8.76M 2.19% 12
2024
Q3 		$16.2M Buy
81,561
+2,913
+4% +$555K 4.9% 6
2024
Q2 		$14.4M Buy
78,648
+4,171
+6% +$751K 4.96% 6
2024
Q1 		$13.6M Buy
74,477
+4,404
+6% +$774K 5.25% 6
2023
Q4 		$11.9M Buy
70,073
+3,743
+6% +$602K 5.35% 6
2023
Q3 		$10.3M Buy
66,330
+845
+1% +$137K 5.33% 5
2023
Q2 		$10.6M Buy
65,485
+2,204
+3% +$345K 5.38% 5
2023
Q1 		$9.75M Buy
63,281
+1,954
+3% +$299K 5.06% 7
2022
Q4 		$9.31M Buy
61,327
+4,751
+8% +$708K 5.56% 5
2022
Q3 		$7.65M Sell
56,576
-4,863
-8% -$724K 5.36% 6
2022
Q2 		$8.81M Buy
61,439
+536
+0.9% +$81.6K 6.25% 5
2022
Q1 		$9.88M Sell
60,903
-3,577
-6% -$577K 6.81% 4
2021
Q4 		$11.1M Buy
+64,480
New +$10.6M 8.88% 4

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
DC
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Helen Stephens Group's VIG Position: Q2 2026 in Review

Helen Stephens Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.1% in Q2 2026, selling an estimated $149K and leaving 29,997 shares worth $7.1M. The position accounts for 1.21% of the portfolio, ranked #18.

Helen Stephens Group first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. The position peaked at $16.2M in Q3 2024. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Helen Stephens Group held 29,997 shares of Vanguard Dividend Appreciation ETF worth $7.1M as of Q2 2026.
  • Helen Stephens Group sold 648 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $149K.
  • Vanguard Dividend Appreciation ETF made up 1.21% of Helen Stephens Group's portfolio in Q2 2026, its #18 holding.
  • Helen Stephens Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
  • Helen Stephens Group's Vanguard Dividend Appreciation ETF position peaked at $16.2M in Q3 2024.
  • 1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.