Gratus Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Gratus Wealth Advisors’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	$4M	Hold	16,917	–	–	0.51%	25
2026 Q1	$3.64M	Hold	16,917	–	–	0.53%	24
2025 Q4	$3.72M	Sell	16,917 -81	-0.5%	-$17.7K	0.52%	24
2025 Q3	$3.67M	Buy	16,998 +9	+0.1%	+$1.89K	0.52%	23
2025 Q2	$3.48M	Hold	16,989	–	–	0.53%	23
2025 Q1	$3.3M	Sell	16,989 -78	-0.5%	-$15.5K	0.54%	23
2024 Q4	$3.34M	Sell	17,067 -1,459	-8%	-$291K	0.53%	24
2024 Q3	$3.62M	Sell	18,526 -544	-3%	-$104K	0.59%	24
2024 Q2	$3.57M	Sell	19,070 -3,571	-16%	-$643K	0.62%	24
2024 Q1	$3.93M	Sell	22,641 -18,133	-44%	-$3.19M	0.72%	24
2023 Q4	$6.95M	Buy	+40,774	New	+$6.56M	1.37%	17

Other funds holding VIG

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Gratus Wealth Advisors's VIG Position: Q2 2026 in Review

Gratus Wealth Advisors held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 16,917 shares worth $4M. The position accounts for 0.51% of the portfolio, ranked #25.

Gratus Wealth Advisors first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.95M in Q4 2023. 1,322 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Gratus Wealth Advisors held 16,917 shares of Vanguard Dividend Appreciation ETF worth $4M as of Q2 2026.
Gratus Wealth Advisors left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.51% of Gratus Wealth Advisors's portfolio in Q2 2026, its #25 holding.
Gratus Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
Gratus Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $6.95M in Q4 2023.
1,322 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.