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 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%	+$9.13K	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

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

Herold Advisors's VIG Position: Q2 2026 in Review

Herold Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 7.9% in Q2 2026, selling an estimated $41.3K and leaving 2,112 shares worth $501K. The position accounts for 0.1% of the portfolio, ranked #176.

Herold Advisors first reported a position in VIG in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.21M in Q4 2024. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Herold Advisors held 2,112 shares of Vanguard Dividend Appreciation ETF worth $501K as of Q2 2026.
Herold Advisors sold 180 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $41.3K.
Vanguard Dividend Appreciation ETF made up 0.1% of Herold Advisors's portfolio in Q2 2026, its #176 holding.
Herold Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2021 and has held it in 20 quarters since.
Herold Advisors's Vanguard Dividend Appreciation ETF position peaked at $1.21M in Q4 2024.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.