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

Horizons 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	$47.7K	Hold	222	–	–	0.03%	103
2025 Q4	$48.8K	Hold	222	–	–	0.03%	102
2025 Q3	$47.9K	Hold	222	–	–	0.03%	103
2025 Q2	$45.4K	Hold	222	–	–	0.03%	104
2025 Q1	$43.1K	Hold	222	–	–	0.03%	103
2024 Q4	$43.5K	Hold	222	–	–	0.03%	99
2024 Q3	$44K	Hold	222	–	–	0.03%	105
2024 Q2	$41.6K	Hold	222	–	–	0.03%	106
2024 Q1	$37.8K	Hold	222	–	–	0.02%	105
2023 Q4	$37.8K	Hold	222	–	–	0.02%	105
2023 Q3	$34.5K	Hold	222	–	–	0.03%	107
2023 Q2	$36.1K	Buy	222 +103	+87%	+$16.1K	0.03%	111
2023 Q1	$18.3K	Hold	119	–	–	0.01%	120
2022 Q4	$18K	Hold	119	–	–	0.01%	118
2022 Q3	$16K	Hold	119	–	–	0.01%	109
2022 Q2	$19K	Buy	+119	New	+$18.1K	0.02%	109

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 $15.5B AUM 18.35% 1-Year Est. Return

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

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

Horizons Wealth Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2026 at 222 shares worth $47.7K. The position accounts for 0.03% of the portfolio, ranked #103.

Horizons Wealth Management first reported a position in VIG in Q2 2022 and has held it in 16 quarters since. The position peaked at $48.8K in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Horizons Wealth Management held 222 shares of Vanguard Dividend Appreciation ETF worth $47.7K as of Q1 2026.
Horizons Wealth Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2026.
Vanguard Dividend Appreciation ETF made up 0.03% of Horizons Wealth Management's portfolio in Q1 2026, its #103 holding.
Horizons Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2022 and has held it in 16 quarters since.
Horizons Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $48.8K in Q4 2025.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.