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 Q3	$3.15M	Sell	13,512 -188	-1%	-$45.2K	0.31%	99
2026 Q2	$3.24M	Buy	13,700 +145	+1%	+$33.3K	0.32%	92
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

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Hohimer Wealth Management's VIG Position: Q3 2026 in Review

Hohimer Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.4% in Q3 2026, selling an estimated $45.2K and leaving 13,512 shares worth $3.15M. The position accounts for 0.31% of the portfolio, ranked #99.

Hohimer Wealth Management first reported a position in VIG in Q1 2020 and has held it in 27 quarters since. The position peaked at $13.6M in Q1 2022. 1,638 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Hohimer Wealth Management held 13,512 shares of Vanguard Dividend Appreciation ETF worth $3.15M as of Q3 2026.
Hohimer Wealth Management sold 188 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $45.2K.
Vanguard Dividend Appreciation ETF made up 0.31% of Hohimer Wealth Management's portfolio in Q3 2026, its #99 holding.
Hohimer Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2020 and has held it in 27 quarters since.
Hohimer Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $13.6M in Q1 2022.
1,638 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Hohimer Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.