Helen Stephens Group
VIG icon

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
Q3 		$6.98M Sell
29,938
-59
-0.2% -$14.2K 1.11% 20
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 		$9.7M 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 		$8.82M Buy
61,439
+536
+0.9% +$81.6K 6.25% 5
2022
Q1 		$9.9M 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

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 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
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Helen Stephens Group's VIG Position: Q3 2026 in Review

Helen Stephens Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.2% in Q3 2026, selling an estimated $14.2K and leaving 29,938 shares worth $6.98M. The position accounts for 1.11% of the portfolio, ranked #20.

Helen Stephens Group first reported a position in VIG in Q4 2021 and has held it in 20 quarters since. The position peaked at $16.2M in Q3 2024. 1,299 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Helen Stephens Group held 29,938 shares of Vanguard Dividend Appreciation ETF worth $6.98M as of Q3 2026.
  • Helen Stephens Group sold 59 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $14.2K.
  • Vanguard Dividend Appreciation ETF made up 1.11% of Helen Stephens Group's portfolio in Q3 2026, its #20 holding.
  • Helen Stephens Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 20 quarters since.
  • Helen Stephens Group's Vanguard Dividend Appreciation ETF position peaked at $16.2M in Q3 2024.
  • 1,299 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.