Smith & Howard Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Smith & Howard 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 Q2	$342K	Sell	1,447 -323	-18%	-$74.2K	0.07%	67
2026 Q1	$381K	Buy	1,770 +344	+24%	+$76.7K	0.08%	56
2025 Q4	$313K	Hold	1,426	–	–	0.07%	62
2025 Q3	$308K	Hold	1,426	–	–	0.07%	61
2025 Q2	$292K	Hold	1,426	–	–	0.07%	61
2025 Q1	$277K	Buy	1,426 +44	+3%	+$8.75K	0.08%	62
2024 Q4	$271K	Hold	1,382	–	–	0.08%	63
2024 Q3	$274K	Hold	1,382	–	–	0.08%	67
2024 Q2	$252K	Hold	1,382	–	–	0.07%	71
2024 Q1	$252K	Hold	1,382	–	–	0.08%	66
2023 Q4	$235K	Hold	1,382	–	–	0.08%	61
2023 Q3	$215K	Hold	1,382	–	–	0.08%	68
2023 Q2	$224K	Hold	1,382	–	–	0.08%	66
2023 Q1	$213K	Hold	1,382	–	–	0.07%	66
2022 Q4	$210K	Buy	+1,382	New	+$206K	0.08%	66

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

Smith & Howard Wealth Management's VIG Position: Q2 2026 in Review

Smith & Howard Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 18% in Q2 2026, selling an estimated $74.2K and leaving 1,447 shares worth $342K. The position accounts for 0.07% of the portfolio, ranked #67.

Smith & Howard Wealth Management first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. The position peaked at $381K in Q1 2026. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Smith & Howard Wealth Management held 1,447 shares of Vanguard Dividend Appreciation ETF worth $342K as of Q2 2026.
Smith & Howard Wealth Management sold 323 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $74.2K.
Vanguard Dividend Appreciation ETF made up 0.07% of Smith & Howard Wealth Management's portfolio in Q2 2026, its #67 holding.
Smith & Howard Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
Smith & Howard Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $381K in Q1 2026.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.