Garrett Wealth Advisory Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Garrett Wealth Advisory Group’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	$4.34M	Sell	18,361 -97	-0.5%	-$22.3K	0.67%	23
2026 Q1	$3.97M	Sell	18,458 -868	-4%	-$194K	0.71%	22
2025 Q4	$4.25M	Sell	19,326 -353	-2%	-$77.1K	0.8%	19
2025 Q3	$4.25M	Buy	19,679 +37	+0.2%	+$7.77K	0.83%	18
2025 Q2	$4.02M	Sell	19,642 -707	-3%	-$137K	0.85%	17
2025 Q1	$3.95M	Buy	20,349 +495	+2%	+$98.4K	0.88%	17
2024 Q4	$3.89M	Sell	19,854 -689	-3%	-$138K	0.88%	17
2024 Q3	$4.07M	Buy	20,543 +857	+4%	+$163K	1%	17
2024 Q2	$3.59M	Sell	19,686 -974	-5%	-$175K	1.32%	16
2024 Q1	$3.77M	Sell	20,660 -1,536	-7%	-$270K	1.54%	16
2023 Q4	$3.78M	Sell	22,196 -1,192	-5%	-$192K	1.58%	16
2023 Q3	$3.63M	Sell	23,388 -43	-0.2%	-$6.97K	1.65%	15
2023 Q2	$3.81M	Sell	23,431 -354	-1%	-$55.4K	1.69%	15
2023 Q1	$3.66M	Sell	23,785 -236	-1%	-$36.2K	1.79%	14
2022 Q4	$3.65M	Sell	24,021 -793	-3%	-$118K	1.87%	13
2022 Q3	$3.35M	Sell	24,814 -3,291	-12%	-$490K	1.87%	14
2022 Q2	$4.03M	Sell	28,105 -7,406	-21%	-$1.13M	2.19%	13
2022 Q1	$5.76M	Sell	35,511 -3,408	-9%	-$550K	2.95%	11
2021 Q4	$6.68M	Sell	38,919 -8,866	-19%	-$1.46M	3.24%	11
2021 Q3	$7.34M	Sell	47,785 -1,124	-2%	-$179K	4.69%	6
2021 Q2	$7.57M	Buy	48,909 +63	+0.1%	+$9.67K	4.96%	6
2021 Q1	$7.18M	Buy	48,846 +869	+2%	+$124K	5.08%	6
2020 Q4	$6.77M	Sell	47,977 -2,415	-5%	-$327K	5.09%	7
2020 Q3	$6.48M	Sell	50,392 -559	-1%	-$70.3K	5.13%	6
2020 Q2	$5.97M	Buy	50,951 +2,044	+4%	+$233K	4.78%	7
2020 Q1	$5.06M	Buy	48,907 +17,156	+54%	+$2.05M	4.78%	7
2019 Q4	$3.96M	Sell	31,751 -874	-3%	-$106K	2.93%	9
2019 Q3	$3.9M	Sell	32,625 -155	-0.5%	-$18.3K	2.73%	9
2019 Q2	$3.78M	Buy	32,780 +782	+2%	+$87.7K	3%	9
2019 Q1	$3.51M	Buy	31,998 +1,597	+5%	+$168K	2.88%	9
2018 Q4	$2.98M	Buy	+30,401	New	+$3.17M	2.71%	9

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

Garrett Wealth Advisory Group's VIG Position: Q2 2026 in Review

Garrett Wealth Advisory Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.53% in Q2 2026, selling an estimated $22.3K and leaving 18,361 shares worth $4.34M. The position accounts for 0.67% of the portfolio, ranked #23.

Garrett Wealth Advisory Group first reported a position in VIG in Q4 2018 and has held it in 31 quarters since. The position peaked at $7.57M in Q2 2021. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Garrett Wealth Advisory Group held 18,361 shares of Vanguard Dividend Appreciation ETF worth $4.34M as of Q2 2026.
Garrett Wealth Advisory Group sold 97 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $22.3K.
Vanguard Dividend Appreciation ETF made up 0.67% of Garrett Wealth Advisory Group's portfolio in Q2 2026, its #23 holding.
Garrett Wealth Advisory Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 31 quarters since.
Garrett Wealth Advisory Group's Vanguard Dividend Appreciation ETF position peaked at $7.57M in Q2 2021.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.