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 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 $1.37T 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

Smith & Howard Wealth Management's VIG Position: Q1 2026 in Review

Smith & Howard Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 24% in Q1 2026, buying an estimated $76.7K and bringing the position to 1,770 shares worth $381K. The position accounts for 0.08% of the portfolio, ranked #56.

Smith & Howard Wealth Management first reported a position in VIG in Q4 2022 and has held it in 14 quarters since. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Smith & Howard Wealth Management held 1,770 shares of Vanguard Dividend Appreciation ETF worth $381K as of Q1 2026.
Smith & Howard Wealth Management bought 344 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $76.7K.
Vanguard Dividend Appreciation ETF made up 0.08% of Smith & Howard Wealth Management's portfolio in Q1 2026, its #56 holding.
Smith & Howard Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 14 quarters since.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.