Grandview Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Grandview Asset 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 Q1	$351K	Sell	1,631 -131	-7%	-$29.2K	0.1%	103
2025 Q4	$387K	Buy	1,762 +6	+0.3%	+$1.31K	0.11%	104
2025 Q3	$379K	Buy	1,756 +2	+0.1%	+$420	0.11%	109
2025 Q2	$359K	Sell	1,754 -92	-5%	-$17.8K	0.11%	101
2025 Q1	$358K	Sell	1,846 -7	-0.4%	-$1.39K	0.14%	91
2024 Q4	$363K	Buy	+1,853	New	+$370K	0.13%	82
2024 Q2	–	Sell	-1,621	Closed	-$296K	–	101
2024 Q1	$296K	Buy	1,621 +43	+3%	+$7.55K	0.13%	89
2023 Q4	$269K	Buy	1,578 +9	+0.6%	+$1.45K	0.14%	96
2023 Q3	$244K	Buy	+1,569	New	+$254K	0.14%	99
2023 Q2	–	Sell	-1,586	Closed	-$244K	–	109
2023 Q1	$244K	Sell	1,586 -58	-4%	-$8.88K	0.14%	102
2022 Q4	$250K	Sell	1,644 -144	-8%	-$21.5K	0.16%	105
2022 Q3	$242K	Buy	1,788 +6	+0.3%	+$893	0.15%	102
2022 Q2	$256K	Buy	1,782 +24	+1%	+$3.65K	0.14%	110
2022 Q1	$285K	Sell	1,758 -139	-7%	-$22.4K	0.12%	120
2021 Q4	$326K	Buy	+1,897	New	+$313K	0.13%	113
2021 Q3	–	Sell	-1,895	Closed	-$293K	–	113
2021 Q2	$293K	Buy	1,895 +307	+19%	+$47.1K	0.16%	93
2021 Q1	$234K	Buy	+1,588	New	+$226K	0.12%	116

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Grandview Asset Management's VIG Position: Q1 2026 in Review

Grandview Asset Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 7.4% in Q1 2026, selling an estimated $29.2K and leaving 1,631 shares worth $351K. The position accounts for 0.1% of the portfolio, ranked #103.

Grandview Asset Management first reported a position in VIG in Q1 2021 and has held it in 17 quarters since. The position peaked at $387K in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Grandview Asset Management held 1,631 shares of Vanguard Dividend Appreciation ETF worth $351K as of Q1 2026.
Grandview Asset Management sold 131 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $29.2K.
Vanguard Dividend Appreciation ETF made up 0.1% of Grandview Asset Management's portfolio in Q1 2026, its #103 holding.
Grandview Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2021 and has held it in 17 quarters since.
Grandview Asset Management's Vanguard Dividend Appreciation ETF position peaked at $387K in Q4 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Grandview Asset Management's 13F filing for Q1 2026, filed 7 May 2026.