Heritage Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.34M | Sell |
31,024
-2,977
| -9% | -$684K | 0.25% | 35 |
|
|
2026
Q1 | $7.31M | Sell |
34,001
-8,604
| -20% | -$1.92M | 0.29% | 34 |
|
|
2025
Q4 | $9.36M | Sell |
42,605
-440
| -1% | -$96.1K | 0.36% | 36 |
|
|
2025
Q3 | $9.29M | Sell |
43,045
-600
| -1% | -$126K | 0.41% | 34 |
|
|
2025
Q2 | $8.93M | Sell |
43,645
-728
| -2% | -$141K | 0.42% | 34 |
|
|
2025
Q1 | $8.61M | Sell |
44,373
-3,689
| -8% | -$734K | 0.44% | 34 |
|
|
2024
Q4 | $9.41M | Buy |
48,062
+146
| +0.3% | +$29.1K | 0.47% | 34 |
|
|
2024
Q3 | $9.49M | Sell |
47,916
-499
| -1% | -$95K | 0.45% | 35 |
|
|
2024
Q2 | $8.84M | Sell |
48,415
-160
| -0.3% | -$28.8K | 0.4% | 36 |
|
|
2024
Q1 | $8.87M | Sell |
48,575
-2,685
| -5% | -$472K | 0.4% | 37 |
|
|
2023
Q4 | $8.73M | Sell |
51,260
-1,203
| -2% | -$194K | 0.43% | 36 |
|
|
2023
Q3 | $8.15M | Sell |
52,463
-1,854
| -3% | -$301K | 0.44% | 34 |
|
|
2023
Q2 | $8.82M | Sell |
54,317
-3,636
| -6% | -$569K | 0.47% | 34 |
|
|
2023
Q1 | $8.93M | Sell |
57,953
-2,425
| -4% | -$371K | 0.5% | 34 |
|
|
2022
Q4 | $9.17M | Sell |
60,378
-2,910
| -5% | -$434K | 0.53% | 34 |
|
|
2022
Q3 | $8.55M | Sell |
63,288
-3,257
| -5% | -$485K | 0.62% | 32 |
|
|
2022
Q2 | $9.55M | Sell |
66,545
-24,945
| -27% | -$3.8M | 0.66% | 32 |
|
|
2022
Q1 | $14.8M | Sell |
91,490
-3,349
| -4% | -$540K | 0.82% | 31 |
|
|
2021
Q4 | $16.3M | Sell |
94,839
-2,676
| -3% | -$441K | 0.89% | 28 |
|
|
2021
Q3 | $15M | Sell |
97,515
-2,564
| -3% | -$409K | 0.92% | 26 |
|
|
2021
Q2 | $15.5M | Sell |
100,079
-1,073
| -1% | -$165K | 0.95% | 24 |
|
|
2021
Q1 | $14.9M | Sell |
101,152
-2,697
| -3% | -$384K | 0.9% | 21 |
|
|
2020
Q4 | $14.7M | Buy |
103,849
+7,478
| +8% | +$1.01M | 0.92% | 15 |
|
|
2020
Q3 | $12.4M | Sell |
96,371
-982
| -1% | -$124K | 1.6% | 16 |
|
|
2020
Q2 | $11.4M | Sell |
97,353
-3,189
| -3% | -$363K | 1.6% | 13 |
|
|
2020
Q1 | $10.4M | Buy |
100,542
+905
| +0.9% | +$108K | 1.86% | 10 |
|
|
2019
Q4 | $12.4M | Buy |
99,637
+1,861
| +2% | +$225K | 1.64% | 10 |
|
|
2019
Q3 | $11.7M | Buy |
97,776
+8,974
| +10% | +$1.06M | 1.72% | 10 |
|
|
2019
Q2 | $10.2M | Buy |
88,802
+685
| +0.8% | +$76.8K | 1.57% | 10 |
|
|
2019
Q1 | $9.66M | Sell |
88,117
-15,577
| -15% | -$1.64M | 1.59% | 10 |
|
|
2018
Q4 | $10.2M | Buy |
103,694
+85,611
| +473% | +$8.93M | 1.98% | 8 |
|
|
2018
Q3 | $2M | Sell |
18,083
-84
| -0.5% | -$9.03K | 0.39% | 38 |
|
|
2018
Q2 | $1.84M | Buy |
18,167
+2
| +0% | +$204 | 0.69% | 28 |
|
|
2018
Q1 | $1.84M | Buy |
18,165
+285
| +2% | +$29.5K | 0.76% | 27 |
|
|
2017
Q4 | $1.82M | Buy |
17,880
+15
| +0.1% | +$1.48K | 0.78% | 24 |
|
|
2017
Q3 | $1.7M | Sell |
17,865
-242
| -1% | -$22.6K | 0.85% | 26 |
|
|
2017
Q2 | $1.68M | Buy |
18,107
+29
| +0.2% | +$2.66K | 0.87% | 24 |
|
|
2017
Q1 | $1.63M | Buy |
18,078
+281
| +2% | +$24.9K | 0.88% | 27 |
|
|
2016
Q4 | $1.52M | Buy |
+17,797
| New | +$1.5M | 0.99% | 16 |
|
Other funds holding VIG
HWM
Heritage Wealth Advisors's VIG Position: Q2 2026 in Review
Heritage Wealth Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 8.8% in Q2 2026, selling an estimated $684K and leaving 31,024 shares worth $7.34M. The position accounts for 0.25% of the portfolio, ranked #35.
Heritage Wealth Advisors first reported a position in VIG in Q4 2016 and has held it in 39 quarters since. The position peaked at $16.3M in Q4 2021. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.
- Heritage Wealth Advisors held 31,024 shares of Vanguard Dividend Appreciation ETF worth $7.34M as of Q2 2026.
- Heritage Wealth Advisors sold 2,977 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $684K.
- Vanguard Dividend Appreciation ETF made up 0.25% of Heritage Wealth Advisors's portfolio in Q2 2026, its #35 holding.
- Heritage Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2016 and has held it in 39 quarters since.
- Heritage Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $16.3M in Q4 2021.
- 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.
Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.