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

Hubbell Strickland 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 Q1	$73.7M	Sell	342,517 -1,718	-0.5%	-$383K	29.36%	1
2025 Q4	$75.7M	Sell	344,235 -2,355	-0.7%	-$515K	30.44%	1
2025 Q3	$74.8M	Sell	346,590 -1,369	-0.4%	-$287K	30.77%	1
2025 Q2	$71.2M	Sell	347,959 -2,484	-0.7%	-$481K	31.41%	1
2025 Q1	$68M	Sell	350,443 -1,996	-0.6%	-$397K	32.18%	1
2024 Q4	$69M	Sell	352,439 -1,481	-0.4%	-$296K	32.72%	1
2024 Q3	$70.1M	Buy	353,920 +256	+0.1%	+$48.7K	32.8%	1
2024 Q2	$64.6M	Sell	353,664 -3,704	-1%	-$667K	32.4%	1
2024 Q1	$65.3M	Sell	357,368 -634	-0.2%	-$111K	33.01%	1
2023 Q4	$61M	Buy	358,002 +1,962	+0.6%	+$316K	33.38%	1
2023 Q3	$55.3M	Buy	356,040 +2,672	+0.8%	+$433K	33.12%	1
2023 Q2	$57.4M	Sell	353,368 -1,283	-0.4%	-$201K	33.24%	1
2023 Q1	$54.6M	Sell	354,651 -4,678	-1%	-$717K	33.16%	1
2022 Q4	$54.6M	Buy	359,329 +3,203	+0.9%	+$477K	33.2%	1
2022 Q3	$48.1M	Buy	356,126 +4,442	+1%	+$661K	33.55%	1
2022 Q2	$50.5M	Buy	351,684 +2,395	+0.7%	+$365K	33.59%	1
2022 Q1	$56.6M	Sell	349,289 -1,755	-0.5%	-$283K	33.64%	1
2021 Q4	$60.3M	Buy	351,044 +2,609	+0.7%	+$430K	33.38%	1
2021 Q3	$53.5M	Sell	348,435 -1,376	-0.4%	-$219K	32.43%	1
2021 Q2	$54.1M	Buy	349,811 +695	+0.2%	+$107K	32.57%	1
2021 Q1	$51.3M	Sell	349,116 -3,264	-0.9%	-$464K	33.02%	1
2020 Q4	$49.7M	Buy	352,380 +7,476	+2%	+$1.01M	33.97%	1
2020 Q3	$44.4M	Buy	344,904 +3,051	+0.9%	+$384K	34.56%	1
2020 Q2	$40.1M	Buy	341,853 +7,453	+2%	+$848K	33.7%	1
2020 Q1	$34.6M	Buy	334,400 +18,013	+6%	+$2.15M	35.08%	1
2019 Q4	$39.4M	Buy	316,387 +9,001	+3%	+$1.09M	31.84%	1
2019 Q3	$36.8M	Buy	+307,386	New	+$36.3M	31.8%	1

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hubbell Strickland Wealth Management's VIG Position: Q1 2026 in Review

Hubbell Strickland Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.5% in Q1 2026, selling an estimated $383K and leaving 342,517 shares worth $73.7M. The position accounts for 29.36% of the portfolio, ranked #1.

Hubbell Strickland Wealth Management first reported a position in VIG in Q3 2019 and has held it in 27 quarters since. The position peaked at $75.7M in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Hubbell Strickland Wealth Management held 342,517 shares of Vanguard Dividend Appreciation ETF worth $73.7M as of Q1 2026.
Hubbell Strickland Wealth Management sold 1,718 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $383K.
Vanguard Dividend Appreciation ETF made up 29.36% of Hubbell Strickland Wealth Management's portfolio in Q1 2026, its #1 holding.
Hubbell Strickland Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2019 and has held it in 27 quarters since.
Hubbell Strickland Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $75.7M in Q4 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Hubbell Strickland Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.