Horizon Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Horizon Wealth 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	$1.32M	Sell	6,146 -67	-1%	-$14.9K	0.19%	51
2025 Q4	$1.37M	Buy	6,213 +122	+2%	+$26.7K	0.21%	41
2025 Q3	$1.31M	Sell	6,091 -53	-0.9%	-$11.1K	0.19%	42
2025 Q2	$1.26M	Buy	6,144 +50	+0.8%	+$9.69K	0.22%	34
2025 Q1	$1.18M	Buy	6,094 +1	+0%	+$199	0.2%	31
2024 Q4	$1.19M	Sell	6,093 -24	-0.4%	-$4.79K	0.21%	30
2024 Q3	$1.21M	Buy	6,117 +1	+0%	+$190	0.24%	30
2024 Q2	$1.12M	Buy	6,116 +164	+3%	+$29.5K	0.27%	26
2024 Q1	$1.09M	Sell	5,952 -22	-0.4%	-$3.87K	0.28%	27
2023 Q4	$1.02M	Sell	5,974 -10	-0.2%	-$1.61K	0.28%	25
2023 Q3	$930K	Sell	5,984 -1,075	-15%	-$174K	0.37%	23
2023 Q2	$1.15M	Sell	7,059 -61	-0.9%	-$9.55K	0.45%	23
2023 Q1	$1.1M	Sell	7,120 -4,347	-38%	-$666K	0.82%	17
2022 Q4	$1.74M	Sell	11,467 -1,182	-9%	-$176K	1.42%	14
2022 Q3	$1.71M	Sell	12,649 -1,773	-12%	-$264K	1.25%	17
2022 Q2	$2.07M	Buy	14,422 +6,846	+90%	+$1.04M	0.86%	26
2022 Q1	$1.23M	Buy	7,576 +38	+0.5%	+$6.13K	0.38%	31
2021 Q4	$1.29M	Buy	+7,538	New	+$1.24M	0.38%	34

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 $17.8B AUM 24.16% 1-Year Est. Return

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

Horizon Wealth Management's VIG Position: Q1 2026 in Review

Horizon Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.1% in Q1 2026, selling an estimated $14.9K and leaving 6,146 shares worth $1.32M. The position accounts for 0.19% of the portfolio, ranked #51.

Horizon Wealth Management first reported a position in VIG in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.07M in Q2 2022. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Horizon Wealth Management held 6,146 shares of Vanguard Dividend Appreciation ETF worth $1.32M as of Q1 2026.
Horizon Wealth Management sold 67 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $14.9K.
Vanguard Dividend Appreciation ETF made up 0.19% of Horizon Wealth Management's portfolio in Q1 2026, its #51 holding.
Horizon Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 18 quarters since.
Horizon Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $2.07M in Q2 2022.
2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Horizon Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.