Van Hulzen Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Van Hulzen Asset 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	$2.34M	Sell	10,880 -849	-7%	-$189K	0.17%	94
2025 Q4	$2.58M	Sell	11,729 -123	-1%	-$26.9K	0.19%	89
2025 Q3	$2.56M	Sell	11,852 -404	-3%	-$84.8K	0.19%	87
2025 Q2	$2.51M	Sell	12,256 -48	-0.4%	-$9.3K	0.21%	84
2025 Q1	$2.39M	Sell	12,304 -2,792	-18%	-$555K	0.22%	88
2024 Q4	$2.96M	Sell	15,096 -676	-4%	-$135K	0.22%	85
2024 Q3	$3.12M	Sell	15,772 -890	-5%	-$169K	0.23%	85
2024 Q2	$3.04M	Buy	16,662 +72	+0.4%	+$13K	0.2%	81
2024 Q1	$3.03M	Sell	16,590 -284	-2%	-$49.9K	0.2%	88
2023 Q4	$2.88M	Buy	16,874 +285	+2%	+$45.9K	0.2%	85
2023 Q3	$2.58M	Buy	16,589 +867	+6%	+$141K	0.2%	83
2023 Q2	$2.55M	Sell	15,722 -125	-0.8%	-$19.6K	0.22%	79
2023 Q1	$2.44M	Sell	15,847 -205	-1%	-$31.4K	0.23%	80
2022 Q4	$2.44M	Buy	16,052 +1,779	+12%	+$265K	0.28%	78
2022 Q3	$1.93M	Sell	14,273 -112	-0.8%	-$16.7K	0.24%	88
2022 Q2	$2.06M	Buy	14,385 +739	+5%	+$112K	0.25%	84
2022 Q1	$2.21M	Sell	13,646 -1,196	-8%	-$193K	0.23%	80
2021 Q4	$2.55M	Sell	14,842 -237	-2%	-$39.1K	0.28%	74
2021 Q3	$2.32M	Buy	15,079 +70	+0.5%	+$11.2K	0.34%	62
2021 Q2	$2.32M	Buy	15,009 +1,646	+12%	+$253K	0.35%	62
2021 Q1	$1.97M	Sell	13,363 -411	-3%	-$58.5K	0.31%	68
2020 Q4	$1.95M	Sell	13,774 -699	-5%	-$94.7K	0.29%	71
2020 Q3	$1.86M	Sell	14,473 -1,316	-8%	-$166K	0.28%	72
2020 Q2	$1.85M	Sell	15,789 -3,723	-19%	-$424K	0.28%	62
2020 Q1	$2.02M	Sell	19,512 -536	-3%	-$64K	0.43%	53
2019 Q4	$2.5M	Buy	20,048 +363	+2%	+$43.9K	0.48%	52
2019 Q3	$2.35M	Buy	19,685 +200	+1%	+$23.6K	0.5%	47
2019 Q2	$2.24M	Sell	19,485 -185	-0.9%	-$20.8K	0.49%	48
2019 Q1	$2.16M	Buy	19,670 +2,817	+17%	+$297K	0.58%	43
2018 Q4	$1.65M	Buy	16,853 +1,860	+12%	+$194K	0.48%	54
2018 Q3	$1.66M	Sell	14,993 -266	-2%	-$28.6K	0.44%	58
2018 Q2	$1.55M	Sell	15,259 -517	-3%	-$52.7K	0.46%	57
2018 Q1	$1.59M	Sell	15,776 -219	-1%	-$22.7K	0.49%	59
2017 Q4	$1.63M	Sell	15,995 -780	-5%	-$76.8K	0.5%	58
2017 Q3	$1.59M	Buy	16,775 +12,270	+272%	+$1.14M	0.54%	59
2017 Q2	$417K	Buy	+4,505	New	+$413K	0.17%	88

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

Van Hulzen Asset Management's VIG Position: Q1 2026 in Review

Van Hulzen Asset Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 7.2% in Q1 2026, selling an estimated $189K and leaving 10,880 shares worth $2.34M. The position accounts for 0.17% of the portfolio, ranked #94.

Van Hulzen Asset Management first reported a position in VIG in Q2 2017 and has held it in 36 quarters since. The position peaked at $3.12M in Q3 2024. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Van Hulzen Asset Management held 10,880 shares of Vanguard Dividend Appreciation ETF worth $2.34M as of Q1 2026.
Van Hulzen Asset Management sold 849 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $189K.
Vanguard Dividend Appreciation ETF made up 0.17% of Van Hulzen Asset Management's portfolio in Q1 2026, its #94 holding.
Van Hulzen Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2017 and has held it in 36 quarters since.
Van Hulzen Asset Management's Vanguard Dividend Appreciation ETF position peaked at $3.12M in Q3 2024.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.