Horst & Graben Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Horst & Graben 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	$1.83M	Sell	7,733 -346	-4%	-$79.4K	0.24%	62
2026 Q1	$1.83M	Buy	8,079 +473	+6%	+$105K	0.25%	58
2025 Q4	$1.67M	Buy	7,606 +41	+0.5%	+$8.96K	0.25%	54
2025 Q3	$1.63M	Buy	7,565 +6	+0.1%	+$1.26K	0.25%	58
2025 Q2	$1.55M	Sell	7,559 -103	-1%	-$20K	0.26%	59
2025 Q1	$1.49M	Buy	7,662 +3	+0%	+$597	0.27%	54
2024 Q4	$1.5M	Buy	7,659 +10	+0.1%	+$2K	0.27%	54
2024 Q3	$1.51M	Sell	7,649 -3	-0%	-$571	0.27%	48
2024 Q2	$1.4M	Buy	7,652 +155	+2%	+$27.9K	0.27%	48
2024 Q1	$1.37M	Sell	7,497 -1	-0%	-$176	0.28%	46
2023 Q4	$1.28M	Sell	7,498 -200	-3%	-$32.2K	0.28%	45
2023 Q3	$1.2M	Sell	7,698 -364	-5%	-$59K	0.29%	39
2023 Q2	$1.31M	Buy	8,062 +342	+4%	+$53.6K	0.31%	35
2023 Q1	$1.19M	Buy	7,720 +27	+0.4%	+$4.14K	0.29%	40
2022 Q4	$1.17M	Buy	7,693 +32	+0.4%	+$4.77K	0.31%	42
2022 Q3	$1.03M	Buy	7,661 +30	+0.4%	+$4.46K	0.29%	40
2022 Q2	$1.09M	Sell	7,631 -11	-0.1%	-$1.67K	0.3%	44
2022 Q1	$1.24M	Sell	7,642 -215	-3%	-$34.7K	0.3%	43
2021 Q4	$1.35M	Buy	7,857 +174	+2%	+$28.7K	0.34%	44
2021 Q3	$1.18M	Buy	7,683 +96	+1%	+$15.3K	0.33%	42
2021 Q2	$1.17M	Sell	7,587 -175	-2%	-$26.9K	0.33%	41
2021 Q1	$1.14M	Buy	7,762 +160	+2%	+$22.8K	0.36%	40
2020 Q4	$1.07M	Buy	7,602 +528	+7%	+$71.6K	0.37%	38
2020 Q3	$910K	Sell	7,074 -83	-1%	-$10.4K	0.35%	39
2020 Q2	$839K	Buy	7,157 +3,101	+76%	+$353K	0.37%	36
2020 Q1	$419K	Buy	+4,056	New	+$484K	0.22%	51

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

Horst & Graben Wealth Management's VIG Position: Q2 2026 in Review

Horst & Graben Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 4.3% in Q2 2026, selling an estimated $79.4K and leaving 7,733 shares worth $1.83M. The position accounts for 0.24% of the portfolio, ranked #62.

Horst & Graben Wealth Management first reported a position in VIG in Q1 2020 and has held it in 26 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Horst & Graben Wealth Management held 7,733 shares of Vanguard Dividend Appreciation ETF worth $1.83M as of Q2 2026.
Horst & Graben Wealth Management sold 346 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $79.4K.
Vanguard Dividend Appreciation ETF made up 0.24% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #62 holding.
Horst & Graben Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2020 and has held it in 26 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.