HHM Wealth Advisors, LLC VIG holdings history
VANGUARD DIVIDEND APPREC ETF · CUSIP 921908844 · CIK 1750086
As of 2026-06-30, HHM Wealth Advisors, LLC reported 75.80K VIG (shares), valued at $17.94M, or 1.81% of its reported non-derivative portfolio. Filed 2026-07-13.
Verify history & sources →Shares increased 0.09%; reported value increased 10.13%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.81% | 75,800 | SEC filing ↗Filed Jul 13, 2026 |
| Q1 2026 | 1.88% | 75,730 | SEC filing ↗Filed Apr 17, 2026 |
| Q4 2025 | 1.97% | 75,870 | SEC filing ↗Filed Jan 22, 2026 |
| Q3 2025 | 1.79% | 71,656 | SEC filing ↗Filed Oct 29, 2025 |
| Q2 2025 | 1.74% | 71,653 | SEC filing ↗Filed Aug 11, 2025 |
| Q1 2025 | 1.77% | 67,958 | SEC filing ↗Filed May 8, 2025 |
| Q4 2024 | 1.78% | 66,990 | SEC filing ↗Filed Jan 24, 2025 |
| Q3 2024 | 1.87% | 66,657 | SEC filing ↗Filed Nov 12, 2024 |
| Q2 2024 | 1.91% | 69,532 | SEC filing ↗Filed Aug 7, 2024 |
| Q1 2024 | 2.14% | 71,039 | SEC filing ↗Filed May 14, 2024 |
| Q4 2023 | 1.87% | 62,870 | SEC filing ↗Filed Feb 5, 2024 |
| Q3 2023 | 1.76% | 58,150 | SEC filing ↗Filed Nov 3, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.76% | 58,150 | $9.04M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 3, 2023 |
| Q4 2023 | 1.87% | 62,870 | $10.71M | Shares increased 8.12%; reported value increased 18.57%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2024 |
| Q1 2024 | 2.14% | 71,039 | $12.97M | Shares increased 12.99%; reported value increased 21.09%, and weight changed +0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2024 |
| Q2 2024 | 1.91% | 69,532 | $12.69M | Shares decreased 2.12%; reported value decreased 2.15%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2024 |
| Q3 2024 | 1.87% | 66,657 | $13.20M | Shares decreased 4.13%; reported value increased 4.01%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 1.78% | 66,990 | $13.12M | Shares increased 0.50%; reported value decreased 0.63%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 24, 2025 |
| Q1 2025 | 1.77% | 67,958 | $13.18M | Shares increased 1.44%; reported value increased 0.49%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2025 |
| Q2 2025 | 1.74% | 71,653 | $14.67M | Shares increased 5.44%; reported value increased 11.24%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2025 |
| Q3 2025 | 1.79% | 71,656 | $15.46M | Shares increased 0.00%; reported value increased 5.44%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 29, 2025 |
| Q4 2025 | 1.97% | 75,870 | $16.67M | Shares increased 5.88%; reported value increased 7.84%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2026 |
| Q1 2026 | 1.88% | 75,730 | $16.29M | Shares decreased 0.18%; reported value decreased 2.33%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 17, 2026 |
| Q2 2026 | 1.81% | 75,800 | $17.94M | Shares increased 0.09%; reported value increased 10.13%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 13, 2026 |
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