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Culbertson A N & Co’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Culbertson A N & Co’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 		$655K Hold
2,767
– – 0.08% 109
2026
Q1 		$595K Hold
2,767
– – 0.08% 107
2025
Q4 		$608K Hold
2,767
– – 0.08% 104
2025
Q3 		$597K Hold
2,767
– – 0.08% 105
2025
Q2 		$566K Buy
2,767
+10
+0.4% +$1.94K 0.09% 104
2025
Q1 		$535K Hold
2,757
– – 0.09% 108
2024
Q4 		$540K Hold
2,757
– – 0.09% 107
2024
Q3 		$546K Hold
2,757
– – 0.09% 107
2024
Q2 		$503K Hold
2,757
– – 0.09% 105
2024
Q1 		$503K Buy
2,757
+525
+24% +$92.2K 0.09% 106
2023
Q4 		$380K Hold
2,232
– – 0.07% 108
2023
Q3 		$347K Hold
2,232
– – 0.07% 108
2023
Q2 		$363K Hold
2,232
– – 0.07% 106
2023
Q1 		$344K Hold
2,232
– – 0.07% 106
2022
Q4 		$339K Hold
2,232
– – 0.07% 108
2022
Q3 		$301K Hold
2,232
– – 0.07% 106
2022
Q2 		$320K Hold
2,232
– – 0.07% 105
2022
Q1 		$361K Buy
2,232
+132
+6% +$21.3K 0.07% 107
2021
Q4 		$360K Sell
2,100
-1,854
-47% -$306K 0.07% 106
2021
Q3 		$607K Sell
3,954
-316
-7% -$50.4K 0.12% 94
2021
Q2 		$661K Hold
4,270
– – 0.14% 93
2021
Q1 		$628K Sell
4,270
-45
-1% -$6.4K 0.14% 92
2020
Q4 		$609K Hold
4,315
– – 0.14% 91
2020
Q3 		$555K Hold
4,315
– – 0.15% 88
2020
Q2 		$506K Hold
4,315
– – 0.14% 87
2020
Q1 		$446K Sell
4,315
-150
-3% -$17.9K 0.14% 85
2019
Q4 		$557K Sell
4,465
-140
-3% -$16.9K 0.14% 86
2019
Q3 		$551K Buy
4,605
+50
+1% +$5.9K 0.15% 87
2019
Q2 		$525K Buy
4,555
+100
+2% +$11.2K 0.15% 89
2019
Q1 		$488K Hold
4,455
– – 0.14% 90
2018
Q4 		$436K Buy
4,455
+1,400
+46% +$146K 0.14% 90
2018
Q3 		$338K Hold
3,055
– – 0.09% 102
2018
Q2 		$310K Hold
3,055
– – 0.09% 94
2018
Q1 		$309K Buy
+3,055
New +$317K 0.09% 94

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Culbertson A N & Co's VIG Position: Q2 2026 in Review

Culbertson A N & Co held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 2,767 shares worth $655K. The position accounts for 0.08% of the portfolio, ranked #109.

Culbertson A N & Co first reported a position in VIG in Q1 2018 and has held it in 34 quarters since. The position peaked at $661K in Q2 2021. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Culbertson A N & Co held 2,767 shares of Vanguard Dividend Appreciation ETF worth $655K as of Q2 2026.
  • Culbertson A N & Co left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
  • Vanguard Dividend Appreciation ETF made up 0.08% of Culbertson A N & Co's portfolio in Q2 2026, its #109 holding.
  • Culbertson A N & Co first reported a position in Vanguard Dividend Appreciation ETF in Q1 2018 and has held it in 34 quarters since.
  • Culbertson A N & Co's Vanguard Dividend Appreciation ETF position peaked at $661K in Q2 2021.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Culbertson A N & Co's 13F filing for Q2 2026, filed 29 Jul 2026.