Graves Light Lenhart Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Graves Light Lenhart Wealth’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	$27.2M	Sell	114,747 -213	-0.2%	-$48.9K	2.53%	10
2026 Q1	$24.7M	Sell	114,960 -643	-0.6%	-$143K	2.57%	11
2025 Q4	$25.4M	Sell	115,603 -1,044	-0.9%	-$228K	2.69%	9
2025 Q3	$25.2M	Sell	116,647 -394	-0.3%	-$82.7K	2.79%	10
2025 Q2	$24M	Sell	117,041 -1,782	-1%	-$345K	2.85%	9
2025 Q1	$23.1M	Sell	118,823 -955	-0.8%	-$190K	2.83%	10
2024 Q4	$23.5M	Sell	119,778 -1,027	-0.9%	-$205K	2.92%	9
2024 Q3	$23.9M	Sell	120,805 -26,888	-18%	-$5.12M	2.94%	9
2024 Q2	$26.9M	Sell	147,693 -865	-0.6%	-$156K	3.08%	8
2024 Q1	$27.1M	Sell	148,558 -7,439	-5%	-$1.31M	3.14%	8
2023 Q4	$26.6M	Sell	155,997 -353	-0.2%	-$56.8K	3.3%	8
2023 Q3	$24.2M	Sell	156,350 -76	-0%	-$12.3K	3.29%	8
2023 Q2	$25.4M	Buy	156,426 +885	+0.6%	+$139K	3.43%	8
2023 Q1	$24M	Buy	155,541 +613	+0.4%	+$93.9K	3.71%	8
2022 Q4	$23.5M	Buy	154,928 +3,603	+2%	+$537K	3.62%	7
2022 Q3	$20.5M	Sell	151,325 -87	-0.1%	-$12.9K	3.41%	9
2022 Q2	$21.7M	Buy	151,412 +1,578	+1%	+$240K	3.32%	9
2022 Q1	$24.3M	Buy	149,834 +1,784	+1%	+$288K	3.39%	7
2021 Q4	$25.4M	Buy	148,050 +2,219	+2%	+$366K	3.62%	6
2021 Q3	$22.4M	Buy	145,831 +2,860	+2%	+$456K	3.54%	7
2021 Q2	$22.1M	Buy	142,971 +1,411	+1%	+$217K	3.55%	7
2021 Q1	$20.8M	Buy	141,560 +2,323	+2%	+$330K	3.57%	7
2020 Q4	$19.7M	Buy	139,237 +716	+0.5%	+$97K	3.66%	6
2020 Q3	$17.8M	Sell	138,521 -60	-0%	-$7.55K	3.94%	6
2020 Q2	$16.2M	Buy	138,581 +1,210	+0.9%	+$138K	3.81%	6
2020 Q1	$14.2M	Buy	137,371 +3,791	+3%	+$452K	3.83%	6
2019 Q4	$16.7M	Sell	133,580 -681	-0.5%	-$82.4K	3.5%	7
2019 Q3	$16.1M	Buy	134,261 +1,360	+1%	+$160K	3.54%	5
2019 Q2	$15.3M	Buy	132,901 +4,553	+4%	+$511K	3.66%	4
2019 Q1	$14.1M	Buy	128,348 +4,390	+4%	+$463K	3.58%	4
2018 Q4	$12.1M	Buy	+123,958	New	+$12.9M	3.56%	7

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

Graves Light Lenhart Wealth's VIG Position: Q2 2026 in Review

Graves Light Lenhart Wealth reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.19% in Q2 2026, selling an estimated $48.9K and leaving 114,747 shares worth $27.2M. The position accounts for 2.53% of the portfolio, ranked #10.

Graves Light Lenhart Wealth first reported a position in VIG in Q4 2018 and has held it in 31 quarters since. 2,583 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Graves Light Lenhart Wealth held 114,747 shares of Vanguard Dividend Appreciation ETF worth $27.2M as of Q2 2026.
Graves Light Lenhart Wealth sold 213 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $48.9K.
Vanguard Dividend Appreciation ETF made up 2.53% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #10 holding.
Graves Light Lenhart Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 31 quarters since.
2,583 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.