Heritage Wealth Management (Ohio)’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Heritage Wealth Management (Ohio)’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 Q1	–	Sell	-2,068	Closed	-$455K	–	250
2025 Q4	$455K	Sell	2,068 -30	-1%	-$6.55K	0.13%	164
2025 Q3	$453K	Sell	2,098 -171	-8%	-$35.9K	0.13%	153
2025 Q2	$464K	Sell	2,269 -4	-0.2%	-$775	0.15%	150
2025 Q1	$441K	Buy	2,273 +121	+6%	+$24.1K	0.15%	149
2024 Q4	$421K	Sell	2,152 -64	-3%	-$12.8K	0.14%	149
2024 Q3	$439K	Sell	2,216 -246	-10%	-$46.8K	0.14%	149
2024 Q2	$453K	Buy	+2,462	New	+$443K	0.15%	144

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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

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

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

HWM

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

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

Heritage Wealth Management (Ohio)'s VIG Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2026, closing a stake of 2,068 shares — an estimated $455K sold.

Heritage Wealth Management (Ohio) first reported a position in VIG in Q2 2024 and held it in 7 quarters. The position peaked at $464K in Q2 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Heritage Wealth Management (Ohio) reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2026 after selling out during the quarter.
Heritage Wealth Management (Ohio) sold 2,068 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $455K.
Heritage Wealth Management (Ohio) first reported a position in Vanguard Dividend Appreciation ETF in Q2 2024 and held it in 7 quarters.
Heritage Wealth Management (Ohio)'s Vanguard Dividend Appreciation ETF position peaked at $464K in Q2 2025.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.