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VIGVIG
19 quarters

Position history for HB Wealth Management, LLCHB Wealth Management, LLC's holdings in VANGUARD DIVIDEND APPRECIATION ETF ETF

HB Wealth Management, LLC holds 5.9M shares of VIG (VANGUARD DIVIDEND APPRECIATION ETF ETF), worth $1.4B as of 2026-Q2. The position was increased (+1.6% shares). VIG represents 7.7% of HB Wealth Management, LLC's portfolio.

Current Value

$1.4B

Current Shares

5.9M

Total Value Change

+$847.3M

Total Shares Change

+2.8M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
5.9M
+1.6%
$1.4B7.7%$236.62
63
2026-Q1
Increased
5.8M
+1.0%
$1.2B7.9%$214.15
62
2025-Q4
Increased
5.7M
+3.5%
$1.2B8.0%$218.00
64
2025-Q3
Increased
5.5M
+5.7%
$1.2B8.0%$213.18
66
2025-Q2
Decreased
5.2M
-2.5%
$1.1B8.5%$201.38
0
2025-Q1
Increased
5.3M
+9.9%
$1B8.6%$190.06
68
2024-Q4
Increased
4.9M
+1.7%
$942.9M9.6%$190.94
63
2024-Q3
Increased
4.8M
+2.8%
$937.4M10.1%$192.26
64
2024-Q2
Increased
4.7M
+4.5%
$850.4M9.9%$177.90
65
2024-Q1
Increased
4.5M
+15.9%
$814.3M10.2%$177.09
71
2023-Q4
Increased
3.8M
+7.1%
$655.5M9.4%$164.55
66
2023-Q3
Increased
3.6M
+0.8%
$558.3M9.0%$149.23
61
2023-Q2
Decreased
3.6M
-2.1%
$579.1M9.2%$153.97
0
2023-Q1
Increased
3.6M
+3.5%
$545.5M9.5%$145.29
63
2022-Q4
Increased
3.5M
+2.9%
$534.6M9.7%$143.70
63
2022-Q3
Increased
3.4M
+1.3%
$462.5M9.8%$126.13
61
2022-Q2
Increased
3.4M
+2.3%
$484.5M9.9%$133.23
62
2022-Q1
Increased
3.3M
+8.0%
$535.3M9.9%$149.83
66
2021-Q4
New
3.1M
-
$524.8M10.6%$158.01
97

Other major holders of VIG: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, BANK OF AMERICA CORP /DE/

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