HIG
VIG icon

Heritage Investment Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Heritage Investment 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 		$244K Hold
1,033
– – 0.03% 121
2026
Q1 		$222K Hold
1,033
– – 0.03% 117
2025
Q4 		$227K Hold
1,033
– – 0.03% 114
2025
Q3 		$223K Hold
1,033
– – 0.04% 107
2025
Q2 		$211K Hold
1,033
– – 0.04% 108
2025
Q1 		$200K Hold
1,033
– – 0.04% 109
2024
Q4 		$202K Hold
1,033
– – 0.04% 105
2024
Q3 		$205K Buy
+1,033
New +$197K 0.04% 101

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 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

Heritage Investment Group's VIG Position: Q2 2026 in Review

Heritage Investment Group held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 1,033 shares worth $244K. The position accounts for 0.03% of the portfolio, ranked #121.

Heritage Investment Group first reported a position in VIG in Q3 2024 and has held it in 8 quarters since. 1,710 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Heritage Investment Group held 1,033 shares of Vanguard Dividend Appreciation ETF worth $244K as of Q2 2026.
  • Heritage Investment Group left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
  • Vanguard Dividend Appreciation ETF made up 0.03% of Heritage Investment Group's portfolio in Q2 2026, its #121 holding.
  • Heritage Investment Group first reported a position in Vanguard Dividend Appreciation ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,710 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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