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Horan Securities’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Horan Securities’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
2025
Q2 		$1.39M Buy
6,768
+1,009
+18% +$196K 0.49% 18
2025
Q1 		$1.12M Buy
5,759
+4,184
+266% +$832K 0.42% 18
2024
Q4 		$308K Buy
1,575
+2
+0.1% +$399 0.12% 93
2024
Q3 		$312K Sell
1,573
-108
-6% -$20.6K 0.12% 100
2024
Q2 		$307K Buy
1,681
+113
+7% +$20.3K 0.13% 83
2024
Q1 		$286K Buy
1,568
+165
+12% +$29K 0.14% 85
2023
Q4 		$239K Buy
+1,403
New +$226K 0.12% 93
2023
Q3 		– Sell
-20
Closed -$3.26K – 646
2023
Q2 		$3.26K Hold
20
– – ﹤0.01% 522
2023
Q1 		$3.09K Buy
20
+16
+400% +$2.45K ﹤0.01% 519
2022
Q4 		$607 Buy
+4
New +$596 ﹤0.01% 686
2021
Q2 		$0 Hold
2
– – ﹤0.01% 495
2021
Q1 		$0 Sell
2
-188
-99% -$26.7K ﹤0.01% 462
2020
Q4 		$27K Hold
190
– – 0.02% 169
2020
Q3 		$24K Buy
190
+63
+50% +$7.93K 0.02% 153
2020
Q2 		$15K Hold
127
– – 0.02% 149
2020
Q1 		$13K Buy
+127
New +$15.2K 0.02% 121

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Horan Securities's VIG Position: Q2 2025 in Review

Horan Securities increased its Vanguard Dividend Appreciation ETF (VIG) stake by 18% in Q2 2025, buying an estimated $196K and bringing the position to 6,768 shares worth $1.39M. The position accounts for 0.49% of the portfolio, ranked #18.

Horan Securities first reported a position in VIG in Q1 2020 and has held it in 16 quarters since. 2,298 funds tracked by Wall St. Rank hold VIG as of Q2 2025.

  • Horan Securities held 6,768 shares of Vanguard Dividend Appreciation ETF worth $1.39M as of Q2 2025.
  • Horan Securities bought 1,009 Vanguard Dividend Appreciation ETF shares in Q2 2025, an estimated $196K.
  • Vanguard Dividend Appreciation ETF made up 0.49% of Horan Securities's portfolio in Q2 2025, its #18 holding.
  • Horan Securities first reported a position in Vanguard Dividend Appreciation ETF in Q1 2020 and has held it in 16 quarters since.
  • 2,298 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2025.

Based on Horan Securities's 13F filing for Q2 2025, filed 6 Aug 2025.