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HWG Holdings’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

HWG Holdings’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
2025
Q2 		– Sell
-721
Closed -$140K – 131
2025
Q1 		$140K Buy
+721
New +$143K 0.06% 46
2024
Q3 		– Sell
-530
Closed -$96.8K – 122
2024
Q2 		$96.8K Buy
+530
New +$95.4K 0.04% 46
2023
Q4 		$91.5K Sell
537
-28
-5% -$4.5K 0.04% 54
2023
Q3 		$87.8K Hold
565
– – 0.05% 57
2023
Q2 		$91.8K Sell
565
-18
-3% -$2.82K 0.04% 64
2023
Q1 		$89.8K Sell
583
-2,333
-80% -$357K 0.05% 54
2022
Q4 		$443K Sell
2,916
-84
-3% -$12.5K 0.29% 36
2022
Q3 		$405K Buy
+3,000
New +$446K 0.29% 29
2022
Q1 		$399K Buy
2,458
+1,503
+157% +$242K 0.2% 54
2021
Q4 		$164K Buy
+955
New +$157K 0.07% 63
2021
Q2 		$103K Sell
666
-25
-4% -$3.84K 0.04% 72
2021
Q1 		$102K Sell
691
-2,139
-76% -$304K 0.05% 56
2020
Q4 		$400K Sell
2,830
-114
-4% -$15.4K 0.2% 57
2020
Q3 		$379K Sell
2,944
-467
-14% -$58.8K 0.34% 49
2020
Q2 		$400K Buy
+3,411
New +$388K 0.32% 48
2019
Q4 		$5.4M Sell
43,343
-6,367
-13% -$770K 4.42% 6
2019
Q3 		$5.94M Buy
49,710
+24,085
+94% +$2.84M 5.48% 5
2019
Q2 		$2.95M Buy
25,625
+21,210
+480% +$2.38M 2.86% 8
2019
Q1 		$484K Sell
4,415
-51,402
-92% -$5.42M 0.48% 33
2018
Q4 		$5.47M Buy
55,817
+13,601
+32% +$1.42M 11.52% 3
2018
Q3 		$4.67M Buy
+42,216
New +$4.54M 3.16% 11
2018
Q2 		– Sell
-81,251
Closed -$8.21M – 125
2018
Q1 		$8.21M Sell
81,251
-5,596
-6% -$580K 7.62% 3
2017
Q4 		$8.86M Buy
86,847
+14,513
+20% +$1.43M 7.49% 3
2017
Q3 		$6.86M Buy
+72,334
New +$6.75M 5.39% 4

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

HWG Holdings's VIG Position: Q2 2025 in Review

HWG Holdings sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2025, closing a stake of 721 shares — an estimated $140K sold.

HWG Holdings first reported a position in VIG in Q3 2017 and held it in 24 quarters. The position peaked at $8.86M in Q4 2017. 2,294 funds tracked by Wall St. Rank hold VIG as of Q2 2025.

  • HWG Holdings reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2025 after selling out during the quarter.
  • HWG Holdings sold 721 Vanguard Dividend Appreciation ETF shares in Q2 2025, an estimated $140K.
  • HWG Holdings first reported a position in Vanguard Dividend Appreciation ETF in Q3 2017 and held it in 24 quarters.
  • HWG Holdings's Vanguard Dividend Appreciation ETF position peaked at $8.86M in Q4 2017.
  • 2,294 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2025.

Based on HWG Holdings's 13F filing for Q2 2025, filed 10 Jul 2025.