Hershey Financial Advisers’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Hershey Financial Advisers’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	$315K	Buy	+1,333	New	+$306K	0.23%	77
2026 Q1	–	Sell	-6,026	Closed	-$1.32M	–	107
2025 Q4	$1.32M	Buy	+6,026	New	+$1.32M	1.12%	39
2024 Q2	$1.64K	Buy	+9	New	+$1.62K	﹤0.01%	141

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

Hershey Financial Advisers's VIG Position: Q2 2026 in Review

Hershey Financial Advisers opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 1,333 shares worth $315K. The stake represents 0.23% of the portfolio and ranks #77 among its holdings. This is a return to the name: Hershey Financial Advisers previously reported a position in VIG as recently as Q4 2025.

Hershey Financial Advisers first reported a position in VIG in Q2 2024 and has held it in 3 quarters since. The position peaked at $1.32M in Q4 2025. 2,592 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Hershey Financial Advisers held 1,333 shares of Vanguard Dividend Appreciation ETF worth $315K as of Q2 2026.
Vanguard Dividend Appreciation ETF was a new Hershey Financial Advisers position in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.23% of Hershey Financial Advisers's portfolio in Q2 2026, its #77 holding.
Hershey Financial Advisers first reported a position in Vanguard Dividend Appreciation ETF in Q2 2024 and has held it in 3 quarters since.
Hershey Financial Advisers's Vanguard Dividend Appreciation ETF position peaked at $1.32M in Q4 2025.
2,592 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Hershey Financial Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.