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HHM Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

HHM Wealth 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 		$17.9M Buy
75,800
+70
+0.1% +$16.1K 1.8% 12
2026
Q1 		$16.3M Sell
75,730
-140
-0.2% -$31.2K 1.87% 13
2025
Q4 		$16.7M Buy
75,870
+4,214
+6% +$921K 1.96% 10
2025
Q3 		$15.5M Buy
71,656
+3
+0% +$630 1.79% 11
2025
Q2 		$14.7M Buy
71,653
+3,695
+5% +$716K 1.74% 10
2025
Q1 		$13.2M Buy
67,958
+968
+1% +$192K 1.77% 12
2024
Q4 		$13.1M Buy
66,990
+333
+0.5% +$66.5K 1.78% 12
2024
Q3 		$13.2M Sell
66,657
-2,875
-4% -$547K 1.87% 11
2024
Q2 		$12.7M Sell
69,532
-1,507
-2% -$271K 1.91% 11
2024
Q1 		$13M Buy
71,039
+8,169
+13% +$1.44M 2.14% 10
2023
Q4 		$10.7M Buy
62,870
+4,720
+8% +$759K 1.86% 10
2023
Q3 		$9.04M Sell
58,150
-237
-0.4% -$38.4K 1.77% 10
2023
Q2 		$9.48M Buy
58,387
+3,585
+7% +$561K 1.78% 10
2023
Q1 		$8.44M Buy
54,802
+612
+1% +$93.8K 1.72% 10
2022
Q4 		$8.23M Buy
54,190
+2,658
+5% +$396K 1.88% 10
2022
Q3 		$6.96M Buy
51,532
+663
+1% +$98.7K 1.83% 10
2022
Q2 		$7.3M Buy
50,869
+1,003
+2% +$153K 1.87% 10
2022
Q1 		$8.09M Buy
49,866
+2,025
+4% +$327K 1.89% 8
2021
Q4 		$8.22M Sell
47,841
-2,503
-5% -$413K 1.98% 9
2021
Q3 		$7.73M Buy
50,344
+2,639
+6% +$421K 2.1% 10
2021
Q2 		$7.38M Sell
47,705
-81
-0.2% -$12.4K 2.01% 9
2021
Q1 		$7.03M Buy
47,786
+1,570
+3% +$223K 2.17% 9
2020
Q4 		$6.52M Sell
46,216
-174
-0.4% -$23.6K 2.24% 8
2020
Q3 		$5.97M Sell
46,390
-1,276
-3% -$161K 2.39% 7
2020
Q2 		$5.58M Sell
47,666
-975
-2% -$111K 2.33% 8
2020
Q1 		$5.03M Buy
48,641
+7,632
+19% +$911K 2.45% 9
2019
Q4 		$4.91M Buy
41,009
+4,222
+11% +$511K 2.36% 10
2019
Q3 		$4.4M Sell
36,787
-1,365
-4% -$161K 2.5% 9
2019
Q2 		$4.39M Buy
38,152
+392
+1% +$44K 2.59% 9
2019
Q1 		$4.14M Sell
37,760
-3,665
-9% -$386K 2.65% 9
2018
Q4 		$4.06M Buy
+41,425
New +$4.32M 2.97% 9

Other funds holding VIG

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

HHM Wealth Advisors's VIG Position: Q2 2026 in Review

HHM Wealth Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.09% in Q2 2026, buying an estimated $16.1K and bringing the position to 75,800 shares worth $17.9M. The position accounts for 1.8% of the portfolio, ranked #12.

HHM Wealth Advisors first reported a position in VIG in Q4 2018 and has held it in 31 quarters since. 984 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • HHM Wealth Advisors held 75,800 shares of Vanguard Dividend Appreciation ETF worth $17.9M as of Q2 2026.
  • HHM Wealth Advisors bought 70 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $16.1K.
  • Vanguard Dividend Appreciation ETF made up 1.8% of HHM Wealth Advisors's portfolio in Q2 2026, its #12 holding.
  • HHM Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 31 quarters since.
  • 984 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.