Hemington Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Hemington Wealth Management’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
2025 Q3	$724K	Hold	3,356	–	–	0.09%	65
2025 Q2	$686K	Hold	3,356	–	–	0.1%	66
2025 Q1	$651K	Sell	3,356 -80	-2%	-$15.9K	0.1%	64
2024 Q4	$672K	Hold	3,436	–	–	0.17%	61
2024 Q3	$667K	Hold	3,436	–	–	0.18%	60
2024 Q2	$627K	Sell	3,436 -44	-1%	-$7.92K	0.21%	60
2024 Q1	$636K	Buy	3,480 +150	+5%	+$26.4K	0.23%	59
2023 Q4	$567K	Sell	3,330 -56	-2%	-$9.01K	0.22%	59
2023 Q3	$526K	Hold	3,386	–	–	0.25%	50
2023 Q2	$549K	Hold	3,386	–	–	0.22%	52
2023 Q1	$521K	Sell	3,386 -6	-0.2%	-$919	0.21%	53
2022 Q4	$515K	Sell	3,392 -1,956	-37%	-$292K	0.22%	48
2022 Q3	$723K	Hold	5,348	–	–	0.32%	40
2022 Q2	$767K	Hold	5,348	–	–	0.3%	37
2022 Q1	$867K	Sell	5,348 -1,145	-18%	-$185K	0.29%	44
2021 Q4	$917K	Buy	6,493 +986	+18%	+$163K	0.42%	29
2021 Q3	$846K	Sell	5,507 -645	-10%	-$103K	0.31%	36
2021 Q2	$952K	Sell	6,152 -341	-5%	-$52.3K	0.41%	33
2021 Q1	$955K	Hold	6,493	–	–	0.41%	35
2020 Q4	$917K	Buy	+6,493	New	+$880K	0.42%	29

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hemington Wealth Management's VIG Position: Q3 2025 in Review

Hemington Wealth Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q3 2025 at 3,356 shares worth $724K. The position accounts for 0.09% of the portfolio, ranked #65.

Hemington Wealth Management first reported a position in VIG in Q4 2020 and has held it in 20 quarters since. The position peaked at $955K in Q1 2021. 2,330 funds tracked by Wall St. Rank hold VIG as of Q3 2025.

Hemington Wealth Management held 3,356 shares of Vanguard Dividend Appreciation ETF worth $724K as of Q3 2025.
Hemington Wealth Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q3 2025.
Vanguard Dividend Appreciation ETF made up 0.09% of Hemington Wealth Management's portfolio in Q3 2025, its #65 holding.
Hemington Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 20 quarters since.
Hemington Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $955K in Q1 2021.
2,330 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.