High Net Worth Advisory Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

High Net Worth Advisory Group’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	$16.6M	Buy	77,367 +1,153	+2%	+$257K	3.88%	3
2025 Q4	$16.8M	Sell	76,214 -232	-0.3%	-$50.7K	3.86%	3
2025 Q3	$16.5M	Buy	76,446 +1,258	+2%	+$264K	3.97%	3
2025 Q2	$15.4M	Buy	75,188 +674	+0.9%	+$131K	4.07%	3
2025 Q1	$14.5M	Buy	74,514 +273	+0.4%	+$54.3K	4.08%	2
2024 Q4	$14.5M	Sell	74,241 -2,971	-4%	-$593K	4.06%	4
2024 Q3	$15.3M	Buy	77,212 +82	+0.1%	+$15.6K	4.19%	2
2024 Q2	$14.1M	Buy	77,130 +2,219	+3%	+$399K	4.27%	2
2024 Q1	$13.7M	Buy	74,911 +9,841	+15%	+$1.73M	4.31%	2
2023 Q4	$11.1M	Sell	65,070 -311	-0.5%	-$50K	4.12%	4
2023 Q3	$10.2M	Buy	65,381 +472	+0.7%	+$76.5K	4.07%	4
2023 Q2	$10.5M	Buy	64,909 +352	+0.5%	+$55.1K	4.09%	3
2023 Q1	$9.94M	Buy	64,557 +859	+1%	+$132K	4.05%	3
2022 Q4	$9.67M	Buy	63,698 +3,266	+5%	+$487K	3.76%	2
2022 Q3	$8.17M	Buy	60,432 +1,508	+3%	+$224K	3.49%	4
2022 Q2	$8.45M	Buy	58,924 +3,547	+6%	+$540K	3.51%	4
2022 Q1	$8.98M	Buy	55,377 +376	+0.7%	+$60.7K	3.26%	4
2021 Q4	$9.45M	Buy	+55,001	New	+$9.07M	3.3%	4

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

High Net Worth Advisory Group's VIG Position: Q1 2026 in Review

High Net Worth Advisory Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.5% in Q1 2026, buying an estimated $257K and bringing the position to 77,367 shares worth $16.6M. The position accounts for 3.88% of the portfolio, ranked #3.

High Net Worth Advisory Group first reported a position in VIG in Q4 2021 and has held it in 18 quarters since. The position peaked at $16.8M in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

High Net Worth Advisory Group held 77,367 shares of Vanguard Dividend Appreciation ETF worth $16.6M as of Q1 2026.
High Net Worth Advisory Group bought 1,153 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $257K.
Vanguard Dividend Appreciation ETF made up 3.88% of High Net Worth Advisory Group's portfolio in Q1 2026, its #3 holding.
High Net Worth Advisory Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 18 quarters since.
High Net Worth Advisory Group's Vanguard Dividend Appreciation ETF position peaked at $16.8M in Q4 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.