Team Hewins’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Team Hewins’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	$694K	Sell	2,935 -4,861	-62%	-$1.12M	0.19%	20
2026 Q1	$1.68M	Buy	+7,796	New	+$1.74M	0.5%	14
2025 Q2	–	Sell	-1,402	Closed	-$272K	–	38
2025 Q1	$272K	Sell	1,402 -1,409	-50%	-$280K	0.11%	26
2024 Q4	$550K	Buy	2,811 +1,409	+100%	+$281K	0.22%	17
2024 Q3	$279K	Sell	1,402 -242	-15%	-$46.1K	0.11%	30
2024 Q2	$302K	Buy	1,644 +176	+12%	+$31.7K	0.13%	22
2024 Q1	$268K	Hold	1,468	–	–	0.11%	22
2023 Q4	$250K	Buy	+1,468	New	+$236K	0.11%	23
2023 Q3	–	Sell	-1,468	Closed	-$240K	–	47
2023 Q2	$240K	Hold	1,468	–	–	0.11%	24
2023 Q1	$226K	Buy	+1,468	New	+$225K	0.12%	23

Other funds holding VIG

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Team Hewins's VIG Position: Q2 2026 in Review

Team Hewins reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 62% in Q2 2026, selling an estimated $1.12M and leaving 2,935 shares worth $694K. The position accounts for 0.19% of the portfolio, ranked #20.

Team Hewins first reported a position in VIG in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.68M in Q1 2026. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Team Hewins held 2,935 shares of Vanguard Dividend Appreciation ETF worth $694K as of Q2 2026.
Team Hewins sold 4,861 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.12M.
Vanguard Dividend Appreciation ETF made up 0.19% of Team Hewins's portfolio in Q2 2026, its #20 holding.
Team Hewins first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and has held it in 10 quarters since.
Team Hewins's Vanguard Dividend Appreciation ETF position peaked at $1.68M in Q1 2026.
1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Team Hewins's 13F filing for Q2 2026, filed 29 Jul 2026.