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 Q2	$596K	Buy	+2,518	New	+$578K	0.15%	146
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 $1.55T 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 Wealth Management (Ohio)'s VIG Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 2,518 shares worth $596K. The stake represents 0.15% of the portfolio and ranks #146 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in VIG as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in VIG in Q2 2024 and has held it in 8 quarters since. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Heritage Wealth Management (Ohio) held 2,518 shares of Vanguard Dividend Appreciation ETF worth $596K as of Q2 2026.
Vanguard Dividend Appreciation ETF was a new Heritage Wealth Management (Ohio) position in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.15% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #146 holding.
Heritage Wealth Management (Ohio) first reported a position in Vanguard Dividend Appreciation ETF in Q2 2024 and has held it in 8 quarters since.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.