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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
Q2 		$47.5M Sell
200,595
-40
-0% -$9.19K 4.74% 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 		$7.25M 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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Howard Financial Services's VIG Position: Q2 2026 in Review

Howard Financial Services reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.02% in Q2 2026, selling an estimated $9.19K and leaving 200,595 shares worth $47.5M. The position accounts for 4.74% of the portfolio, ranked #3.

Howard Financial Services first reported a position in VIG in Q4 2018 and has held it in 31 quarters since. 2,598 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Howard Financial Services held 200,595 shares of Vanguard Dividend Appreciation ETF worth $47.5M as of Q2 2026.
  • Howard Financial Services sold 40 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $9.19K.
  • Vanguard Dividend Appreciation ETF made up 4.74% of Howard Financial Services's portfolio in Q2 2026, its #3 holding.
  • Howard Financial Services first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 31 quarters since.
  • 2,598 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.