Higgins & Schmidt Wealth Strategies’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Higgins & Schmidt Wealth Strategies’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	$480K	Sell	2,030 -4	-0.2%	-$918	0.2%	39
2026 Q1	$437K	Sell	2,034 -5	-0.2%	-$1.11K	0.2%	39
2025 Q4	$448K	Sell	2,039 -157	-7%	-$34.3K	0.21%	36
2025 Q3	$474K	Hold	2,196	–	–	0.24%	35
2025 Q2	$449K	Sell	2,196 -25	-1%	-$4.84K	0.25%	34
2025 Q1	$431K	Sell	2,221 -42	-2%	-$8.35K	0.25%	31
2024 Q4	$443K	Hold	2,263	–	–	0.28%	31
2024 Q3	$448K	Sell	2,263 -10	-0.4%	-$1.9K	0.29%	34
2024 Q2	$415K	Sell	2,273 -11	-0.5%	-$1.98K	0.3%	32
2024 Q1	$417K	Hold	2,284	–	–	0.31%	32
2023 Q4	$389K	Buy	+2,284	New	+$368K	0.31%	31

Other funds holding VIG

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Higgins & Schmidt Wealth Strategies's VIG Position: Q2 2026 in Review

Higgins & Schmidt Wealth Strategies reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.2% in Q2 2026, selling an estimated $918 and leaving 2,030 shares worth $480K. The position accounts for 0.2% of the portfolio, ranked #39.

Higgins & Schmidt Wealth Strategies first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. 1,426 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Higgins & Schmidt Wealth Strategies held 2,030 shares of Vanguard Dividend Appreciation ETF worth $480K as of Q2 2026.
Higgins & Schmidt Wealth Strategies sold 4 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $918.
Vanguard Dividend Appreciation ETF made up 0.2% of Higgins & Schmidt Wealth Strategies's portfolio in Q2 2026, its #39 holding.
Higgins & Schmidt Wealth Strategies first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
1,426 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.