Howard Financial Services
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Howard Financial Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Howard Financial Services’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 		$45.1M Buy
193,224
+1,638
+0.9% +$393K 4.72% 3
2026
Q2 		$45.3M Sell
191,586
-9,049
-5% -$2.08M 4.89% 3
2026
Q1 		$43.1M Buy
200,635
+4,817
+2% +$1.07M 4.86% 3
2025
Q4 		$43M Buy
195,818
+7,141
+4% +$1.56M 5.03% 3
2025
Q3 		$40.7M Buy
188,677
+3,950
+2% +$829K 4.98% 3
2025
Q2 		$37.8M Sell
184,727
-1,091
-0.6% -$211K 4.97% 3
2025
Q1 		$36M Buy
185,818
+2,894
+2% +$575K 4.91% 3
2024
Q4 		$35.8M Buy
182,924
+1,255
+0.7% +$251K 4.87% 3
2024
Q3 		$36M Buy
181,669
+6,493
+4% +$1.24M 5.2% 4
2024
Q2 		$32M Buy
175,176
+3,025
+2% +$544K 5.24% 4
2024
Q1 		$31.4M Sell
172,151
-7,471
-4% -$1.31M 5.42% 4
2023
Q4 		$30.6M Buy
179,622
+7,142
+4% +$1.15M 5.9% 4
2023
Q3 		$26.8M Buy
172,480
+2,081
+1% +$337K 6.14% 4
2023
Q2 		$27.7M Sell
170,399
-6,452
-4% -$1.01M 6.6% 4
2023
Q1 		$27.2M Sell
176,851
-3,507
-2% -$537K 6.64% 4
2022
Q4 		$27.4M Sell
180,358
-3,707
-2% -$552K 7.19% 4
2022
Q3 		$24.9M Buy
184,065
+7,627
+4% +$1.13M 8.06% 4
2022
Q2 		$25.3M Buy
176,438
+4,618
+3% +$703K 8.6% 4
2022
Q1 		$27.9M Buy
171,820
+30,756
+22% +$4.96M 8.25% 4
2021
Q4 		$24.2M Buy
141,064
+16,075
+13% +$2.65M 7.27% 4
2021
Q3 		$19.2M Buy
124,989
+9,467
+8% +$1.51M 7.2% 4
2021
Q2 		$17.9M Buy
115,522
+15,147
+15% +$2.32M 7.01% 4
2021
Q1 		$14.8M Buy
100,375
+13,870
+16% +$1.97M 6.63% 4
2020
Q4 		$12.2M Buy
86,505
+3,337
+4% +$452K 6.43% 4
2020
Q3 		$10.7M Sell
83,168
-4,082
-5% -$514K 6.91% 4
2020
Q2 		$10.2M Sell
87,250
-18,464
-17% -$2.1M 7.26% 3
2020
Q1 		$10.9M Buy
105,714
+22,178
+27% +$2.65M 9.67% 3
2019
Q4 		$10.4M Buy
83,536
+10,748
+15% +$1.3M 6.4% 4
2019
Q3 		$8.7M Buy
72,788
+9,792
+16% +$1.16M 5.76% 6
2019
Q2 		$7.26M Buy
62,996
+2,895
+5% +$325K 4.96% 6
2019
Q1 		$6.59M Buy
60,101
+3,785
+7% +$399K 4.67% 5
2018
Q4 		$5.52M Buy
+56,316
New +$5.87M 4.24% 6

Other funds holding VIG

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Howard Financial Services's VIG Position: Q3 2026 in Review

Howard Financial Services increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.85% in Q3 2026, buying an estimated $393K and bringing the position to 193,224 shares worth $45.1M. The position accounts for 4.72% of the portfolio, ranked #3.

Howard Financial Services first reported a position in VIG in Q4 2018 and has held it in 32 quarters since. The position peaked at $45.3M in Q2 2026. 1,282 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Howard Financial Services held 193,224 shares of Vanguard Dividend Appreciation ETF worth $45.1M as of Q3 2026.
  • Howard Financial Services bought 1,638 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $393K.
  • Vanguard Dividend Appreciation ETF made up 4.72% of Howard Financial Services's portfolio in Q3 2026, its #3 holding.
  • Howard Financial Services first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 32 quarters since.
  • Howard Financial Services's Vanguard Dividend Appreciation ETF position peaked at $45.3M in Q2 2026.
  • 1,282 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.