Herold Advisors
VIG icon

Herold Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Herold Advisors’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
Q3 		$539K Buy
2,312
+200
+9% +$48K 0.11% 170
2026
Q2 		$501K Sell
2,112
-180
-8% -$41.3K 0.1% 176
2026
Q1 		$493K Hold
2,292
– – 0.11% 175
2025
Q4 		$504K Buy
2,292
+342
+18% +$74.7K 0.11% 166
2025
Q3 		$421K Sell
1,950
-2,821
-59% -$592K 0.1% 176
2025
Q2 		$976K Sell
4,771
-198
-4% -$38.4K 0.2% 114
2025
Q1 		$964K Sell
4,969
-1,227
-20% -$244K 0.21% 116
2024
Q4 		$1.21M Buy
6,196
+687
+12% +$137K 0.26% 104
2024
Q3 		$1.09M Sell
5,509
-199
-3% -$37.9K 0.24% 118
2024
Q2 		$1.04M Hold
5,708
– – 0.24% 123
2024
Q1 		$1.04M Buy
5,708
+52
+0.9% +$9.14K 0.25% 120
2023
Q4 		$964K Buy
5,656
+2
+0% +$322 0.27% 109
2023
Q3 		$878K Sell
5,654
-447
-7% -$72.5K 0.27% 110
2023
Q2 		$991K Sell
6,101
-1,254
-17% -$196K 0.3% 97
2023
Q1 		$1.13M Buy
7,355
+2,944
+67% +$451K 0.39% 79
2022
Q4 		$670K Buy
4,411
+3
+0.1% +$447 0.28% 96
2022
Q3 		$595K Buy
4,408
+1
+0% +$149 0.29% 97
2022
Q2 		$632K Buy
4,407
+2
+0% +$304 0.28% 100
2022
Q1 		$714K Buy
4,405
+75
+2% +$12.1K 0.25% 100
2021
Q4 		$743K Buy
4,330
+1,200
+38% +$198K 0.29% 104
2021
Q3 		$480K Buy
+3,130
New +$499K 0.19% 130

Other funds holding VIG

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Herold Advisors's VIG Position: Q3 2026 in Review

Herold Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 9.5% in Q3 2026, buying an estimated $48K and bringing the position to 2,312 shares worth $539K. The position accounts for 0.11% of the portfolio, ranked #170.

Herold Advisors first reported a position in VIG in Q3 2021 and has held it in 21 quarters since. The position peaked at $1.21M in Q4 2024. 1,282 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Herold Advisors held 2,312 shares of Vanguard Dividend Appreciation ETF worth $539K as of Q3 2026.
  • Herold Advisors bought 200 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $48K.
  • Vanguard Dividend Appreciation ETF made up 0.11% of Herold Advisors's portfolio in Q3 2026, its #170 holding.
  • Herold Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2021 and has held it in 21 quarters since.
  • Herold Advisors's Vanguard Dividend Appreciation ETF position peaked at $1.21M in Q4 2024.
  • 1,282 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.