HUB Investment Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

HUB Investment Partners’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	$6.52M	Buy	27,538 +2,870	+12%	+$659K	0.12%	151
2026 Q1	$5.31M	Buy	24,668 +372	+2%	+$82.9K	0.13%	144
2025 Q4	$5.34M	Buy	24,296 +1,275	+6%	+$279K	0.14%	126
2025 Q3	$4.97M	Sell	23,021 -174	-0.8%	-$36.5K	0.17%	123
2025 Q2	$4.75M	Buy	23,195 +90	+0.4%	+$17.4K	0.16%	120
2025 Q1	$4.48M	Buy	23,105 +277	+1%	+$55.1K	0.18%	115
2024 Q4	$4.47M	Buy	22,828 +1,133	+5%	+$226K	0.19%	110
2024 Q3	$4.3M	Buy	21,695 +143	+0.7%	+$27.2K	0.19%	113
2024 Q2	$3.93M	Buy	21,552 +696	+3%	+$125K	0.15%	115
2024 Q1	$3.81M	Buy	20,856 +1,427	+7%	+$251K	0.21%	113
2023 Q4	$3.31M	Buy	19,429 +1,176	+6%	+$189K	0.23%	112
2023 Q3	$2.84M	Buy	18,253 +319	+2%	+$51.7K	0.43%	62
2023 Q2	$2.91M	Buy	17,934 +9,687	+117%	+$1.52M	0.48%	56
2023 Q1	$1.27M	Buy	+8,247	New	+$1.26M	0.26%	74

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HUB Investment Partners's VIG Position: Q2 2026 in Review

HUB Investment Partners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 12% in Q2 2026, buying an estimated $659K and bringing the position to 27,538 shares worth $6.52M. The position accounts for 0.12% of the portfolio, ranked #151.

HUB Investment Partners first reported a position in VIG in Q1 2023 and has held it in 14 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

HUB Investment Partners held 27,538 shares of Vanguard Dividend Appreciation ETF worth $6.52M as of Q2 2026.
HUB Investment Partners bought 2,870 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $659K.
Vanguard Dividend Appreciation ETF made up 0.12% of HUB Investment Partners's portfolio in Q2 2026, its #151 holding.
HUB Investment Partners first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and has held it in 14 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.