GC
VIG icon

Grimes & Company’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Grimes & Company’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 		$2.92M Buy
12,361
+192
+2% +$44.1K 0.06% 166
2026
Q1 		$2.62M Buy
12,169
+40
+0.3% +$8.92K 0.07% 159
2025
Q4 		$2.67M Buy
12,129
+603
+5% +$132K 0.06% 171
2025
Q3 		$2.49M Buy
11,526
+129
+1% +$27.1K 0.06% 167
2025
Q2 		$2.33M Buy
11,397
+409
+4% +$79.3K 0.06% 157
2025
Q1 		$2.13M Buy
10,988
+222
+2% +$44.1K 0.07% 142
2024
Q4 		$2.11M Sell
10,766
-115
-1% -$23K 0.06% 149
2024
Q3 		$2.16M Sell
10,881
-1,231
-10% -$234K 0.06% 139
2024
Q2 		$2.21M Sell
12,112
-588
-5% -$106K 0.07% 131
2024
Q1 		$2.32M Sell
12,700
-389
-3% -$68.3K 0.07% 131
2023
Q4 		$2.23M Sell
13,089
-1,685
-11% -$271K 0.07% 128
2023
Q3 		$2.3M Sell
14,774
-66
-0.4% -$10.7K 0.09% 113
2023
Q2 		$2.41M Sell
14,840
-239
-2% -$37.4K 0.09% 111
2023
Q1 		$2.32M Buy
15,079
+80
+0.5% +$12.3K 0.1% 108
2022
Q4 		$2.28M Buy
14,999
+2,840
+23% +$423K 0.1% 114
2022
Q3 		$1.64M Sell
12,159
-52
-0.4% -$7.74K 0.09% 115
2022
Q2 		$1.75M Buy
12,211
+6
+0% +$913 0.09% 117
2022
Q1 		$1.98M Buy
12,205
+15
+0.1% +$2.42K 0.1% 120
2021
Q4 		$2.09M Buy
12,190
+839
+7% +$138K 0.1% 119
2021
Q3 		$1.74M Buy
11,351
+14
+0.1% +$2.23K 0.08% 119
2021
Q2 		$1.75M Buy
11,337
+15
+0.1% +$2.3K 0.08% 120
2021
Q1 		$1.67M Buy
11,322
+170
+2% +$24.2K 0.08% 114
2020
Q4 		$1.57M Buy
11,152
+773
+7% +$105K 0.08% 116
2020
Q3 		$1.33M Buy
10,379
+488
+5% +$61.4K 0.09% 117
2020
Q2 		$1.16M Sell
9,891
-483
-5% -$55K 0.08% 116
2020
Q1 		$1.07M Buy
10,374
+14
+0.1% +$1.67K 0.1% 113
2019
Q4 		$1.29M Buy
10,360
+15
+0.1% +$1.81K 0.08% 126
2019
Q3 		$1.24M Buy
10,345
+186
+2% +$21.9K 0.09% 122
2019
Q2 		$1.17M Buy
10,159
+187
+2% +$21K 0.09% 119
2019
Q1 		$1.09M Sell
9,972
-94
-0.9% -$9.91K 0.09% 116
2018
Q4 		$986K Buy
10,066
+29
+0.3% +$3.02K 0.1% 108
2018
Q3 		$1.11M Sell
10,037
-74
-0.7% -$7.96K 0.09% 112
2018
Q2 		$1.03M Buy
10,111
+480
+5% +$48.9K 0.09% 120
2018
Q1 		$973K Buy
9,631
+11
+0.1% +$1.14K 0.09% 119
2017
Q4 		$982K Sell
9,620
-40
-0.4% -$3.94K 0.09% 110
2017
Q3 		$916K Buy
9,660
+13
+0.1% +$1.21K 0.1% 106
2017
Q2 		$894K Buy
9,647
+78
+0.8% +$7.16K 0.1% 108
2017
Q1 		$861K Buy
9,569
+58
+0.6% +$5.14K 0.09% 109
2016
Q4 		$810K Buy
9,511
+18
+0.2% +$1.51K 0.09% 112
2016
Q3 		$797K Buy
9,493
+592
+7% +$50.2K 0.11% 112
2016
Q2 		$741K Buy
8,901
+13
+0.1% +$1.06K 0.1% 109
2016
Q1 		$722K Buy
8,888
+3,790
+74% +$291K 0.09% 107
2015
Q4 		$396K Buy
+5,098
New +$398K 0.05% 130
2015
Q3 		– Sell
-5,192
Closed -$408K – 208
2015
Q2 		$408K Buy
+5,192
New +$421K 0.06% 121

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
DC
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Grimes & Company's VIG Position: Q2 2026 in Review

Grimes & Company increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.6% in Q2 2026, buying an estimated $44.1K and bringing the position to 12,361 shares worth $2.92M. The position accounts for 0.06% of the portfolio, ranked #166.

Grimes & Company first reported a position in VIG in Q2 2015 and has held it in 44 quarters since. 1,330 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Grimes & Company held 12,361 shares of Vanguard Dividend Appreciation ETF worth $2.92M as of Q2 2026.
  • Grimes & Company bought 192 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $44.1K.
  • Vanguard Dividend Appreciation ETF made up 0.06% of Grimes & Company's portfolio in Q2 2026, its #166 holding.
  • Grimes & Company first reported a position in Vanguard Dividend Appreciation ETF in Q2 2015 and has held it in 44 quarters since.
  • 1,330 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.