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 Q2	$1.45M	Sell	6,143 -3	-0%	-$689	0.19%	53
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 $1.55T 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

Horizon Wealth Management's VIG Position: Q2 2026 in Review

Horizon Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.05% in Q2 2026, selling an estimated $689 and leaving 6,143 shares worth $1.45M. The position accounts for 0.19% of the portfolio, ranked #53.

Horizon Wealth Management first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.07M in Q2 2022. 2,598 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Horizon Wealth Management held 6,143 shares of Vanguard Dividend Appreciation ETF worth $1.45M as of Q2 2026.
Horizon Wealth Management sold 3 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $689.
Vanguard Dividend Appreciation ETF made up 0.19% of Horizon Wealth Management's portfolio in Q2 2026, its #53 holding.
Horizon Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
Horizon Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $2.07M in Q2 2022.
2,598 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Horizon Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.