Cranbrook Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Cranbrook 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	$1.15M	Hold	4,863	–	–	0.22%	62
2026 Q1	$1.05M	Hold	4,863	–	–	0.21%	62
2025 Q4	$1.07M	Hold	4,863	–	–	0.21%	59
2025 Q3	$1.05M	Hold	4,863	–	–	0.21%	58
2025 Q2	$995K	Sell	4,863 -38	-0.8%	-$7.37K	0.21%	56
2025 Q1	$951K	Sell	4,901 -974	-17%	-$194K	0.22%	56
2024 Q4	$1.15M	Hold	5,875	–	–	0.27%	54
2024 Q3	$1.16M	Hold	5,875	–	–	0.27%	53
2024 Q2	$1.07M	Hold	5,875	–	–	0.26%	52
2024 Q1	$1.07M	Hold	5,875	–	–	0.27%	48
2023 Q4	$1M	Hold	5,875	–	–	0.27%	48
2023 Q3	$913K	Hold	5,875	–	–	0.27%	50
2023 Q2	$954K	Hold	5,875	–	–	0.27%	50
2023 Q1	$905K	Sell	5,875 -490	-8%	-$75.1K	0.26%	52
2022 Q4	$967K	Sell	6,365 -655	-9%	-$97.6K	0.26%	52
2022 Q3	$949K	Hold	7,020	–	–	0.25%	52
2022 Q2	$1.01M	Hold	7,020	–	–	0.25%	52
2022 Q1	$1.14M	Hold	7,020	–	–	0.25%	54
2021 Q4	$1.21M	Hold	7,020	–	–	0.26%	54
2021 Q3	$1.08M	Hold	7,020	–	–	0.24%	54
2021 Q2	$1.09M	Sell	7,020 -379	-5%	-$58.2K	0.25%	53
2021 Q1	$1.09M	Hold	7,399	–	–	0.26%	53
2020 Q4	$1.04M	Buy	7,399 +21	+0.3%	+$2.85K	0.27%	53
2020 Q3	$949K	Hold	7,378	–	–	0.27%	53
2020 Q2	$865K	Sell	7,378 -779	-10%	-$88.7K	0.26%	53
2020 Q1	$843K	Buy	8,157 +27	+0.3%	+$3.22K	0.29%	53
2019 Q4	$1.01M	Buy	8,130 +28	+0.3%	+$3.39K	0.28%	52
2019 Q3	$969K	Buy	8,102 +26	+0.3%	+$3.07K	0.28%	52
2019 Q2	$930K	Buy	8,076 +56	+0.7%	+$6.28K	0.27%	52
2019 Q1	$879K	Sell	8,020 -763	-9%	-$80.4K	0.27%	52
2018 Q4	$860K	Buy	8,783 +343	+4%	+$35.8K	0.3%	51
2018 Q3	$934K	Buy	8,440 +38	+0.5%	+$4.08K	0.33%	48
2018 Q2	$854K	Hold	8,402	–	–	0.33%	47
2018 Q1	$849K	Buy	8,402 +27	+0.3%	+$2.8K	0.33%	45
2017 Q4	$855K	Buy	8,375 +36	+0.4%	+$3.54K	0.34%	46
2017 Q3	$790K	Buy	8,339 +30	+0.4%	+$2.8K	0.33%	45
2017 Q2	$770K	Buy	8,309 +69	+0.8%	+$6.33K	0.33%	45
2017 Q1	$741K	Buy	8,240 +980	+13%	+$86.8K	0.35%	43
2016 Q4	$618K	Buy	7,260 +699	+11%	+$58.8K	0.3%	43
2016 Q3	$551K	Buy	6,561 +31	+0.5%	+$2.63K	0.28%	43
2016 Q2	$544K	Buy	6,530 +36	+0.6%	+$2.94K	0.28%	41
2016 Q1	$528K	Buy	6,494 +33	+0.5%	+$2.53K	0.28%	38
2015 Q4	$502K	Buy	6,461 +38	+0.6%	+$2.96K	0.28%	38
2015 Q3	$474K	Buy	6,423 +75	+1%	+$5.81K	0.27%	40
2015 Q2	$499K	Hold	6,348	–	–	0.29%	39
2015 Q1	$511K	Buy	6,348 +36	+0.6%	+$2.92K	0.3%	40
2014 Q4	$512K	Buy	6,312 +35	+0.6%	+$2.77K	0.32%	39
2014 Q3	$483K	Buy	6,277 +31	+0.5%	+$2.4K	0.32%	35
2014 Q2	$487K	Buy	6,246 +33	+0.5%	+$2.52K	0.32%	34
2014 Q1	$467K	Sell	6,213 -2,656	-30%	-$196K	0.33%	35
2013 Q4	$667K	Buy	+8,869	New	+$645K	0.46%	32

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

Cranbrook Wealth Management's VIG Position: Q2 2026 in Review

Cranbrook Wealth Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 4,863 shares worth $1.15M. The position accounts for 0.22% of the portfolio, ranked #62.

Cranbrook Wealth Management first reported a position in VIG in Q4 2013 and has held it in 51 quarters since. The position peaked at $1.21M in Q4 2021. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Cranbrook Wealth Management held 4,863 shares of Vanguard Dividend Appreciation ETF worth $1.15M as of Q2 2026.
Cranbrook Wealth Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.22% of Cranbrook Wealth Management's portfolio in Q2 2026, its #62 holding.
Cranbrook Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2013 and has held it in 51 quarters since.
Cranbrook Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $1.21M in Q4 2021.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Cranbrook Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.