Relyea Zuckerberg Hanson’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Relyea Zuckerberg Hanson’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	$3.45M	Buy	14,564 +1,203	+9%	+$276K	0.29%	55
2026 Q1	$2.87M	Buy	13,361 +12	+0.1%	+$2.67K	0.29%	55
2025 Q4	$2.93M	Sell	13,349 -249	-2%	-$54.4K	0.3%	56
2025 Q3	$2.93M	Buy	13,598 +14	+0.1%	+$2.94K	0.31%	54
2025 Q2	$2.78M	Buy	13,584 +3,043	+29%	+$590K	0.33%	52
2025 Q1	$2.04M	Buy	10,541 +3	+0%	+$597	0.28%	57
2024 Q4	$2.06M	Buy	10,538 +463	+5%	+$92.4K	0.28%	58
2024 Q3	$2M	Buy	10,075 +14	+0.1%	+$2.67K	0.3%	50
2024 Q2	$1.84M	Buy	10,061 +2,000	+25%	+$360K	0.31%	48
2024 Q1	$1.47M	Buy	8,061 +5	+0.1%	+$878	0.26%	54
2023 Q4	$1.37M	Buy	8,056 +10	+0.1%	+$1.61K	0.27%	55
2023 Q3	$1.25M	Buy	8,046 +1,974	+33%	+$320K	0.29%	55
2023 Q2	$986K	Sell	6,072 -435	-7%	-$68.1K	0.22%	65
2023 Q1	$1M	Sell	6,507 -330	-5%	-$50.6K	0.24%	62
2022 Q4	$1.04M	Buy	6,837 +149	+2%	+$22.2K	0.3%	56
2022 Q3	$904K	Buy	6,688 +5	+0.1%	+$744	0.33%	43
2022 Q2	$959K	Sell	6,683 -32	-0.5%	-$4.87K	0.36%	43
2022 Q1	$1.08M	Buy	6,715 +5	+0.1%	+$807	0.35%	47
2021 Q4	$1.07M	Buy	6,710 +42	+0.6%	+$6.92K	0.39%	47
2021 Q3	$1.02M	Buy	6,668 +5	+0.1%	+$797	0.4%	43
2021 Q2	$1.03M	Buy	6,663 +5	+0.1%	+$767	0.42%	38
2021 Q1	$1.02M	Buy	6,658 +399	+6%	+$56.8K	0.45%	37
2020 Q4	$884K	Buy	6,259 +6	+0.1%	+$813	0.47%	37
2020 Q3	$835K	Buy	6,253 +10	+0.2%	+$1.26K	0.54%	34
2020 Q2	$732K	Hold	6,243	–	–	0.58%	36
2020 Q1	$646K	Buy	6,243 +4	+0.1%	+$477	0.71%	35
2019 Q4	$778K	Buy	+6,239	New	+$755K	0.75%	32

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

Relyea Zuckerberg Hanson's VIG Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its Vanguard Dividend Appreciation ETF (VIG) stake by 9% in Q2 2026, buying an estimated $276K and bringing the position to 14,564 shares worth $3.45M. The position accounts for 0.29% of the portfolio, ranked #55.

Relyea Zuckerberg Hanson first reported a position in VIG in Q4 2019 and has held it in 27 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Relyea Zuckerberg Hanson held 14,564 shares of Vanguard Dividend Appreciation ETF worth $3.45M as of Q2 2026.
Relyea Zuckerberg Hanson bought 1,203 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $276K.
Vanguard Dividend Appreciation ETF made up 0.29% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #55 holding.
Relyea Zuckerberg Hanson first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 27 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.