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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Herold Advisors's VIG Position: Q1 2026 in Review

Herold Advisors held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2026 at 2,292 shares worth $493K. The position accounts for 0.11% of the portfolio, ranked #175.

Herold Advisors first reported a position in VIG in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.21M in Q4 2024. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Herold Advisors held 2,292 shares of Vanguard Dividend Appreciation ETF worth $493K as of Q1 2026.
  • Herold Advisors left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2026.
  • Vanguard Dividend Appreciation ETF made up 0.11% of Herold Advisors's portfolio in Q1 2026, its #175 holding.
  • Herold Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2021 and has held it in 19 quarters since.
  • Herold Advisors's Vanguard Dividend Appreciation ETF position peaked at $1.21M in Q4 2024.
  • 2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.