HB Wealth Management, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1911253
Atlanta, GA
Position in VIG
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,239,520,246
-$14,520,477 QoQ
Shares Held
5,763,602
+1.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
17.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,239,520,246 | 5,763,602 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,254,040,723 | 5,705,891 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,189,286,448 | 5,511,314 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,067,478,284 | 5,215,607 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,037,699,649 | 5,349,243 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $953,482,366 | 4,868,929 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $948,093,215 | 4,786,899 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $850,424,691 | 4,658,585 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $814,299,990 | 4,459,230 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $655,533,571 | 3,847,028 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $558,257,499 | 3,592,853 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $579,063,274 | 3,565,002 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $561,036,714 | 3,642,859 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $534,610,550 | 3,520,649 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $462,549,282 | 3,422,235 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $484,504,502 | 3,377,044 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $535,294,214 | 3,301,025 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $524,810,635 | 3,055,666 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||