Hohimer Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Hohimer Wealth Management’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	$2.92M	Buy	13,555 +444	+3%	+$99K	0.34%	100
2025 Q4	$2.88M	Buy	13,111 +66	+0.5%	+$14.4K	0.39%	83
2025 Q3	$2.81M	Sell	13,045 -1,252	-9%	-$263K	0.39%	92
2025 Q2	$2.93M	Buy	14,297 +858	+6%	+$166K	0.52%	68
2025 Q1	$2.61M	Sell	13,439 -269	-2%	-$53.5K	0.51%	70
2024 Q4	$2.68M	Sell	13,708 -117	-0.8%	-$23.4K	0.51%	71
2024 Q3	$2.74M	Sell	13,825 -170	-1%	-$32.4K	0.59%	74
2024 Q2	$2.55M	Sell	13,995 -1,169	-8%	-$210K	0.59%	72
2024 Q1	$2.77M	Sell	15,164 -383	-2%	-$67.3K	0.65%	58
2023 Q4	$2.65M	Sell	15,547 -676	-4%	-$109K	0.67%	51
2023 Q3	$2.52M	Sell	16,223 -6,460	-28%	-$1.05M	0.72%	47
2023 Q2	$3.68M	Sell	22,683 -8,617	-28%	-$1.35M	1.02%	26
2023 Q1	$4.82M	Sell	31,300 -3,563	-10%	-$546K	1.4%	11
2022 Q4	$5.29M	Sell	34,863 -7,118	-17%	-$1.06M	1.69%	9
2022 Q3	$5.67M	Sell	41,981 -420	-1%	-$62.5K	1.82%	4
2022 Q2	$6.08M	Sell	42,401 -41,724	-50%	-$6.35M	1.8%	3
2022 Q1	$13.6M	Buy	84,125 +39,279	+88%	+$6.34M	2.69%	4
2021 Q4	$7.7M	Buy	44,846 +13,323	+42%	+$2.2M	1.62%	10
2021 Q3	$4.84M	Buy	31,523 +713	+2%	+$114K	1.02%	24
2021 Q2	$4.77M	Buy	30,810 +3,566	+13%	+$547K	0.98%	26
2021 Q1	$4.01M	Buy	27,244 +7,549	+38%	+$1.07M	0.98%	27
2020 Q4	$2.78M	Buy	19,695 +4,509	+30%	+$611K	0.74%	39
2020 Q3	$2M	Buy	15,186 +5,754	+61%	+$724K	0.57%	57
2020 Q2	$1.1M	Buy	9,432 +4,224	+81%	+$481K	0.38%	95
2020 Q1	$594K	Buy	+5,208	New	+$621K	0.25%	125

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 $17.8B AUM 24.16% 1-Year Est. Return

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

Hohimer Wealth Management's VIG Position: Q1 2026 in Review

Hohimer Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 3.4% in Q1 2026, buying an estimated $99K and bringing the position to 13,555 shares worth $2.92M. The position accounts for 0.34% of the portfolio, ranked #100.

Hohimer Wealth Management first reported a position in VIG in Q1 2020 and has held it in 25 quarters since. The position peaked at $13.6M in Q1 2022. 2,514 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Hohimer Wealth Management held 13,555 shares of Vanguard Dividend Appreciation ETF worth $2.92M as of Q1 2026.
Hohimer Wealth Management bought 444 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $99K.
Vanguard Dividend Appreciation ETF made up 0.34% of Hohimer Wealth Management's portfolio in Q1 2026, its #100 holding.
Hohimer Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2020 and has held it in 25 quarters since.
Hohimer Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $13.6M in Q1 2022.
2,514 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Hohimer Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.