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 Q3	$338K	Hold	1,447	–	–	0.06%	76
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

Smith & Howard Wealth Management's VIG Position: Q3 2026 in Review

Smith & Howard Wealth Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q3 2026 at 1,447 shares worth $338K. The position accounts for 0.06% of the portfolio, ranked #76.

Smith & Howard Wealth Management first reported a position in VIG in Q4 2022 and has held it in 16 quarters since. The position peaked at $381K in Q1 2026. 1,705 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Smith & Howard Wealth Management held 1,447 shares of Vanguard Dividend Appreciation ETF worth $338K as of Q3 2026.
Smith & Howard Wealth Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q3 2026.
Vanguard Dividend Appreciation ETF made up 0.06% of Smith & Howard Wealth Management's portfolio in Q3 2026, its #76 holding.
Smith & Howard Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 16 quarters since.
Smith & Howard Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $381K in Q1 2026.
1,705 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.