Heritage Family Offices’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Heritage Family Offices’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	$712K	Hold	3,008	–	–	0.27%	79
2026 Q1	$647K	Hold	3,008	–	–	0.29%	81
2025 Q4	$661K	Hold	3,008	–	–	0.3%	80
2025 Q3	$649K	Hold	3,008	–	–	0.3%	79
2025 Q2	$577K	Hold	3,008	–	–	0.29%	85
2025 Q1	$584K	Hold	3,008	–	–	0.3%	84
2024 Q4	$589K	Hold	3,008	–	–	0.29%	76
2024 Q3	$596K	Hold	3,008	–	–	0.31%	73
2024 Q2	$549K	Buy	+3,008	New	+$541K	0.3%	74

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Heritage Family Offices's VIG Position: Q2 2026 in Review

Heritage Family Offices held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 3,008 shares worth $712K. The position accounts for 0.27% of the portfolio, ranked #79.

Heritage Family Offices first reported a position in VIG in Q2 2024 and has held it in 9 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Heritage Family Offices held 3,008 shares of Vanguard Dividend Appreciation ETF worth $712K as of Q2 2026.
Heritage Family Offices left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.27% of Heritage Family Offices's portfolio in Q2 2026, its #79 holding.
Heritage Family Offices first reported a position in Vanguard Dividend Appreciation ETF in Q2 2024 and has held it in 9 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.