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

Howard 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	$6M	Sell	25,730 -458	-2%	-$110K	2.17%	9
2026 Q2	$6.2M	Sell	26,188 -419	-2%	-$96.2K	2.29%	5
2026 Q1	$5.72M	Sell	26,607 -484	-2%	-$108K	2.41%	5
2025 Q4	$5.95M	Sell	27,091 -972	-3%	-$212K	2.6%	5
2025 Q3	$6.06M	Buy	28,063 +136	+0.5%	+$28.6K	2.78%	5
2025 Q2	$5.72M	Sell	27,927 -1,002	-3%	-$194K	2.89%	6
2025 Q1	$5.61M	Sell	28,929 -867	-3%	-$172K	3.13%	5
2024 Q4	$5.84M	Sell	29,796 -218	-0.7%	-$43.5K	3.16%	5
2024 Q3	$5.94M	Buy	30,014 +130	+0.4%	+$24.8K	3.46%	5
2024 Q2	$5.46M	Buy	29,884 +734	+3%	+$132K	4.3%	5
2024 Q1	$5.32M	Sell	29,150 -1,075	-4%	-$189K	4.33%	5
2023 Q4	$5.15M	Sell	30,225 -451	-1%	-$72.6K	4.3%	5
2023 Q3	$4.77M	Sell	30,676 -263	-0.9%	-$42.6K	4.39%	5
2023 Q2	$5.03M	Sell	30,939 -366	-1%	-$57.3K	4.36%	5
2023 Q1	$4.82M	Buy	31,305 +115	+0.4%	+$17.6K	4.02%	5
2022 Q4	$4.74M	Sell	31,190 -377	-1%	-$56.2K	3.88%	5
2022 Q3	$4.27M	Buy	+31,567	New	+$4.7M	3.02%	8
2022 Q2	–	Sell	-31,840	Closed	-$5.16M	–	127
2022 Q1	$5.16M	Sell	31,840 -40	-0.1%	-$6.45K	2.81%	9
2021 Q4	$5.48M	Buy	31,880 +84	+0.3%	+$13.8K	2.89%	9
2021 Q3	$4.88M	Sell	31,796 -721	-2%	-$115K	2.73%	8
2021 Q2	$5.03M	Buy	32,517 +638	+2%	+$97.9K	2.77%	8
2021 Q1	$4.69M	Sell	31,879 -255	-0.8%	-$36.3K	2.74%	8
2020 Q4	$4.54M	Buy	32,134 +36	+0.1%	+$4.88K	2.83%	8
2020 Q3	$4.13M	Sell	32,098 -521	-2%	-$65.5K	2.94%	8
2020 Q2	$3.82M	Sell	32,619 -325	-1%	-$37K	3.12%	8
2020 Q1	$3.41M	Sell	32,944 -715	-2%	-$85.3K	3.58%	6
2019 Q4	$4.2M	Buy	+33,659	New	+$4.07M	3.5%	6

Other funds holding VIG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

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

Howard Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.7% in Q3 2026, selling an estimated $110K and leaving 25,730 shares worth $6M. The position accounts for 2.17% of the portfolio, ranked #9.

Howard Wealth Management first reported a position in VIG in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.2M in Q2 2026. 1,705 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Howard Wealth Management held 25,730 shares of Vanguard Dividend Appreciation ETF worth $6M as of Q3 2026.
Howard Wealth Management sold 458 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $110K.
Vanguard Dividend Appreciation ETF made up 2.17% of Howard Wealth Management's portfolio in Q3 2026, its #9 holding.
Howard Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 27 quarters since.
Howard Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $6.2M in Q2 2026.
1,705 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Howard Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.