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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
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
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

Hershey Financial Advisers's VIG Position: Q1 2026 in Review

Hershey Financial Advisers sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2026, closing a stake of 6,026 shares — an estimated $1.32M sold.

Hershey Financial Advisers first reported a position in VIG in Q2 2024 and held it in 2 quarters. The position peaked at $1.32M in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Hershey Financial Advisers reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2026 after selling out during the quarter.
  • Hershey Financial Advisers sold 6,026 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $1.32M.
  • Hershey Financial Advisers first reported a position in Vanguard Dividend Appreciation ETF in Q2 2024 and held it in 2 quarters.
  • Hershey Financial Advisers's Vanguard Dividend Appreciation ETF position peaked at $1.32M in Q4 2025.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Hershey Financial Advisers's 13F filing for Q1 2026, filed 6 May 2026.