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May Barnhard Investments’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

May Barnhard Investments’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 		$1.25M Sell
5,275
-38
-0.7% -$8.73K 0.51% 39
2026
Q1 		$1.14M Buy
5,313
+150
+3% +$33.4K 0.55% 39
2025
Q4 		$1.13M Buy
5,163
+410
+9% +$89.6K 0.54% 37
2025
Q3 		$1.03M Buy
4,753
+306
+7% +$64.3K 0.48% 41
2025
Q2 		$910K Buy
4,447
+655
+17% +$127K 0.43% 47
2025
Q1 		$736K Buy
3,792
+371
+11% +$73.8K 0.37% 48
2024
Q4 		$670K Buy
3,421
+197
+6% +$39.3K 0.32% 55
2024
Q3 		$639K Sell
3,224
-242
-7% -$46.1K 0.31% 52
2024
Q2 		$633K Buy
3,466
+89
+3% +$16K 0.33% 50
2024
Q1 		$617K Buy
3,377
+234
+7% +$41.1K 0.31% 52
2023
Q4 		$536K Buy
+3,143
New +$506K 0.28% 52

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

May Barnhard Investments's VIG Position: Q2 2026 in Review

May Barnhard Investments reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.72% in Q2 2026, selling an estimated $8.73K and leaving 5,275 shares worth $1.25M. The position accounts for 0.51% of the portfolio, ranked #39.

May Barnhard Investments first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • May Barnhard Investments held 5,275 shares of Vanguard Dividend Appreciation ETF worth $1.25M as of Q2 2026.
  • May Barnhard Investments sold 38 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $8.73K.
  • Vanguard Dividend Appreciation ETF made up 0.51% of May Barnhard Investments's portfolio in Q2 2026, its #39 holding.
  • May Barnhard Investments first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on May Barnhard Investments's 13F filing for Q2 2026, filed 21 Jul 2026.