Cauble & Harre Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Cauble & Harre Wealth 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 Q2	$836K	Sell	3,535 -253	-7%	-$58.1K	0.67%	34
2026 Q1	$867K	Sell	3,788 -6,242	-62%	-$1.39M	0.69%	36
2025 Q4	$2.2M	Buy	+10,030	New	+$2.19M	1.85%	16

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cauble & Harre Wealth Management's VIG Position: Q2 2026 in Review

Cauble & Harre Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 6.7% in Q2 2026, selling an estimated $58.1K and leaving 3,535 shares worth $836K. The position accounts for 0.67% of the portfolio, ranked #34.

Cauble & Harre Wealth Management first reported a position in VIG in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.2M in Q4 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Cauble & Harre Wealth Management held 3,535 shares of Vanguard Dividend Appreciation ETF worth $836K as of Q2 2026.
Cauble & Harre Wealth Management sold 253 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $58.1K.
Vanguard Dividend Appreciation ETF made up 0.67% of Cauble & Harre Wealth Management's portfolio in Q2 2026, its #34 holding.
Cauble & Harre Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and has held it in 3 quarters since.
Cauble & Harre Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $2.2M in Q4 2025.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Cauble & Harre Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.