Crane Advisory’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Crane Advisory’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	$32.6M	Sell	136,218 -1,453	-1%	-$334K	4.68%	8
2026 Q1	$31M	Sell	137,671 -433	-0.3%	-$96.5K	4.63%	8
2025 Q4	$31.2M	Buy	138,104 +300	+0.2%	+$65.5K	4.71%	8
2025 Q3	$29.9M	Buy	137,804 +3,080	+2%	+$647K	4.7%	7
2025 Q2	$27.7M	Sell	134,724 -8,024	-6%	-$1.56M	4.6%	7
2025 Q1	$26.4M	Buy	142,748 +4,105	+3%	+$816K	4.77%	8
2024 Q4	$27.2M	Buy	138,643 +8,458	+6%	+$1.69M	4.77%	8
2024 Q3	$25.6M	Sell	130,185 -1,325	-1%	-$252K	4.63%	8
2024 Q2	$24.2M	Buy	131,510 +4,997	+4%	+$899K	4.67%	9
2024 Q1	$22.5M	Buy	126,513 +12,570	+11%	+$2.21M	4.54%	8
2023 Q4	$19.2M	Buy	113,943 +109,523	+2,478%	+$17.6M	4.32%	9
2023 Q3	$690K	Sell	4,420 -4	-0.1%	-$648	0.17%	16
2023 Q2	$715K	Sell	4,424 -62	-1%	-$9.71K	0.21%	16
2023 Q1	$694K	Hold	4,486	–	–	0.24%	16
2022 Q4	$681K	Sell	4,486 -111	-2%	-$16.5K	0.28%	15
2022 Q3	$625K	Buy	+4,597	New	+$684K	0.32%	17

Other funds holding VIG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Crane Advisory's VIG Position: Q2 2026 in Review

Crane Advisory reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.1% in Q2 2026, selling an estimated $334K and leaving 136,218 shares worth $32.6M. The position accounts for 4.68% of the portfolio, ranked #8.

Crane Advisory first reported a position in VIG in Q3 2022 and has held it in 16 quarters since. 865 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Crane Advisory held 136,218 shares of Vanguard Dividend Appreciation ETF worth $32.6M as of Q2 2026.
Crane Advisory sold 1,453 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $334K.
Vanguard Dividend Appreciation ETF made up 4.68% of Crane Advisory's portfolio in Q2 2026, its #8 holding.
Crane Advisory first reported a position in Vanguard Dividend Appreciation ETF in Q3 2022 and has held it in 16 quarters since.
865 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Crane Advisory's 13F filing for Q2 2026, filed 20 Jul 2026.