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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 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. 780 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.
780 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.