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YHB Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

YHB Investment 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 		$609K Sell
2,572
-341
-12% -$78.3K 0.04% 207
2026
Q1 		$626K Sell
2,913
-110
-4% -$24.5K 0.04% 196
2025
Q4 		$664K Sell
3,023
-60
-2% -$13.1K 0.05% 191
2025
Q3 		$665K Sell
3,083
-155
-5% -$32.5K 0.05% 190
2025
Q2 		$663K Hold
3,238
– – 0.05% 191
2025
Q1 		$628K Sell
3,238
-142
-4% -$28.2K 0.05% 188
2024
Q4 		$662K Sell
3,380
-1,709
-34% -$341K 0.05% 178
2024
Q3 		$1.01M Sell
5,089
-188
-4% -$35.8K 0.08% 147
2024
Q2 		$963K Sell
5,277
-960
-15% -$173K 0.08% 149
2024
Q1 		$1.14M Sell
6,237
-115
-2% -$20.2K 0.1% 144
2023
Q4 		$1.08M Hold
6,352
– – 0.1% 140
2023
Q3 		$987K Sell
6,352
-68
-1% -$11K 0.09% 146
2023
Q2 		$1.04M Sell
6,420
-172
-3% -$26.9K 0.1% 147
2023
Q1 		$1.02M Hold
6,592
– – 0.1% 144
2022
Q4 		$1M Sell
6,592
-350
-5% -$52.2K 0.11% 143
2022
Q3 		$938K Buy
6,942
+75
+1% +$11.2K 0.1% 145
2022
Q2 		$985K Buy
6,867
+424
+7% +$64.5K 0.1% 147
2022
Q1 		$1.04M Sell
6,443
-160
-2% -$25.8K 0.09% 156
2021
Q4 		$1.13M Sell
6,603
-125
-2% -$20.6K 0.09% 162
2021
Q3 		$1.03M Hold
6,728
– – 0.09% 161
2021
Q2 		$1.04M Sell
6,728
-675
-9% -$104K 0.09% 164
2021
Q1 		$1.13M Sell
7,403
-265
-3% -$37.7K 0.1% 158
2020
Q4 		$1.08M Sell
7,668
-445
-5% -$60.3K 0.1% 156
2020
Q3 		$1.04M Buy
+8,113
New +$1.02M 0.11% 154

Other funds holding VIG

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
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
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

YHB Investment Advisors's VIG Position: Q2 2026 in Review

YHB Investment Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 12% in Q2 2026, selling an estimated $78.3K and leaving 2,572 shares worth $609K. The position accounts for 0.04% of the portfolio, ranked #207.

YHB Investment Advisors first reported a position in VIG in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.14M in Q1 2024. 984 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • YHB Investment Advisors held 2,572 shares of Vanguard Dividend Appreciation ETF worth $609K as of Q2 2026.
  • YHB Investment Advisors sold 341 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $78.3K.
  • Vanguard Dividend Appreciation ETF made up 0.04% of YHB Investment Advisors's portfolio in Q2 2026, its #207 holding.
  • YHB Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2020 and has held it in 24 quarters since.
  • YHB Investment Advisors's Vanguard Dividend Appreciation ETF position peaked at $1.14M in Q1 2024.
  • 984 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.