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SRH Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

SRH Advisors’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 		$3.18M Buy
13,432
+989
+8% +$227K 0.81% 12
2026
Q1 		$2.68M Sell
12,443
-422
-3% -$94.1K 0.77% 13
2025
Q4 		$2.83M Buy
12,865
+1
+0% +$218 0.81% 13
2025
Q3 		$2.78M Buy
12,864
+1
+0% +$210 0.81% 14
2025
Q2 		$2.63M Hold
12,863
– – 0.8% 13
2025
Q1 		$2.5M Sell
12,863
-630
-5% -$125K 0.77% 12
2024
Q4 		$2.64M Buy
13,493
+1
+0% +$200 0.78% 14
2024
Q3 		$2.67M Buy
13,492
+1
+0% +$190 0.81% 14
2024
Q2 		$2.46M Hold
13,491
– – 0.82% 15
2024
Q1 		$2.46M Hold
13,491
– – 0.78% 14
2023
Q4 		$2.3M Buy
13,491
+1
+0% +$161 0.8% 14
2023
Q3 		$2.1M Sell
13,490
-49
-0.4% -$7.94K 1.02% 12
2023
Q2 		$2.09M Hold
13,539
– – 1.11% 13
2023
Q1 		$2.08M Buy
13,539
+545
+4% +$83.5K 1.11% 13
2022
Q4 		$1.97M Buy
12,994
+201
+2% +$30K 1.09% 13
2022
Q3 		$1.73M Buy
12,793
+386
+3% +$57.4K 2.25% 13
2022
Q2 		$1.78M Sell
12,407
-214
-2% -$32.6K 2.19% 12
2022
Q1 		$2.05M Buy
12,621
+1
+0% +$161 2.27% 12
2021
Q4 		$2.17M Hold
12,620
– – 2.46% 10
2021
Q3 		$1.94M Buy
12,620
+1
+0% +$159 2.36% 11
2021
Q2 		$1.95M Buy
12,619
+151
+1% +$23.2K 2.43% 11
2021
Q1 		$1.83M Buy
12,468
+206
+2% +$29.3K 2.61% 10
2020
Q4 		$1.73M Buy
12,262
+321
+3% +$43.5K 2.86% 9
2020
Q3 		$1.54M Buy
11,941
+1
+0% +$126 2.95% 9
2020
Q2 		$1.4M Buy
11,940
+10
+0.1% +$1.14K 3.48% 8
2020
Q1 		$1.23M Hold
11,930
– – 3.43% 8
2019
Q4 		$1.49M Buy
11,930
+1
+0% +$121 4.77% 5
2019
Q3 		$1.43M Hold
11,929
– – 4.81% 5
2019
Q2 		$1.37M Buy
11,929
+1
+0% +$112 4.69% 5
2019
Q1 		$1.31M Sell
11,928
-25
-0.2% -$2.63K 4.64% 5
2018
Q4 		$1.17M Buy
11,953
+42
+0.4% +$4.38K 4.48% 5
2018
Q3 		$1.32M Buy
11,911
+395
+3% +$42.5K 4.52% 5
2018
Q2 		$1.17M Buy
11,516
+200
+2% +$20.4K 4.39% 4
2018
Q1 		$1.14M Hold
11,316
– – 4.53% 4
2017
Q4 		$1.16M Buy
11,316
+651
+6% +$64.1K 4.56% 4
2017
Q3 		$1.01M Hold
10,665
– – 4.29% 3
2017
Q2 		$988K Buy
10,665
+25
+0.2% +$2.29K 4.71% 3
2017
Q1 		$957K Buy
10,640
+449
+4% +$39.8K 4.47% 4
2016
Q4 		$868K Buy
10,191
+1
+0% +$84 4.31% 4
2016
Q3 		$855K Hold
10,190
– – 4.46% 5
2016
Q2 		$848K Hold
10,190
– – 4.51% 5
2016
Q1 		$828K Buy
10,190
+805
+9% +$61.7K 4.56% 5
2015
Q4 		$730K Buy
9,385
+315
+3% +$24.6K 4.29% 5
2015
Q3 		$669K Buy
9,070
+1,640
+22% +$127K 3.92% 5
2015
Q2 		$584K Buy
7,430
+115
+2% +$9.32K 3.68% 4
2015
Q1 		$589K Buy
7,315
+450
+7% +$36.5K 3.89% 4
2014
Q4 		$557K Buy
6,865
+3,885
+130% +$307K 3.79% 3
2014
Q3 		$229K Buy
2,980
+50
+2% +$3.88K 1.76% 14
2014
Q2 		$228K Buy
2,930
+490
+20% +$37.5K 1.8% 14
2014
Q1 		$184K Buy
2,440
+330
+16% +$24.4K 1.47% 17
2013
Q4 		$159K Buy
+2,110
New +$154K 1.57% 19

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

SRH Advisors's VIG Position: Q2 2026 in Review

SRH Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 7.9% in Q2 2026, buying an estimated $227K and bringing the position to 13,432 shares worth $3.18M. The position accounts for 0.81% of the portfolio, ranked #12.

SRH Advisors first reported a position in VIG in Q4 2013 and has held it in 51 quarters since. 1,306 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • SRH Advisors held 13,432 shares of Vanguard Dividend Appreciation ETF worth $3.18M as of Q2 2026.
  • SRH Advisors bought 989 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $227K.
  • Vanguard Dividend Appreciation ETF made up 0.81% of SRH Advisors's portfolio in Q2 2026, its #12 holding.
  • SRH Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2013 and has held it in 51 quarters since.
  • 1,306 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on SRH Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.