HWM
VIG icon

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
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 		$5.47M 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

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
DC
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Howard Wealth Management's VIG Position: Q2 2026 in Review

Howard Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.6% in Q2 2026, selling an estimated $96.2K and leaving 26,188 shares worth $6.2M. The position accounts for 2.29% of the portfolio, ranked #5.

Howard Wealth Management first reported a position in VIG in Q4 2019 and has held it in 26 quarters since. 1,322 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Howard Wealth Management held 26,188 shares of Vanguard Dividend Appreciation ETF worth $6.2M as of Q2 2026.
  • Howard Wealth Management sold 419 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $96.2K.
  • Vanguard Dividend Appreciation ETF made up 2.29% of Howard Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Howard Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 26 quarters since.
  • 1,322 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.