Koesten Hirschmann & Crabtree’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Koesten Hirschmann & Crabtree’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 Q4	–	Sell	-9	Closed	-$1.94K	–	233
2025 Q3	$1.94K	Hold	9	–	–	﹤0.01%	194
2025 Q2	$1.84K	Hold	9	–	–	﹤0.01%	233
2025 Q1	$1.75K	Hold	9	–	–	﹤0.01%	170
2024 Q4	$1.76K	Hold	9	–	–	﹤0.01%	160
2024 Q3	$1.78K	Buy	+9	New	+$1.71K	﹤0.01%	160

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Koesten Hirschmann & Crabtree's VIG Position: Q4 2025 in Review

Koesten Hirschmann & Crabtree sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2025, closing a stake of 9 shares — an estimated $1.94K sold.

Koesten Hirschmann & Crabtree first reported a position in VIG in Q3 2024 and held it in 5 quarters. The position peaked at $1.94K in Q3 2025. 2,517 funds tracked by Wall St. Rank hold VIG as of Q4 2025.

Koesten Hirschmann & Crabtree reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2025 after selling out during the quarter.
Koesten Hirschmann & Crabtree sold 9 Vanguard Dividend Appreciation ETF shares in Q4 2025, an estimated $1.94K.
Koesten Hirschmann & Crabtree first reported a position in Vanguard Dividend Appreciation ETF in Q3 2024 and held it in 5 quarters.
Koesten Hirschmann & Crabtree's Vanguard Dividend Appreciation ETF position peaked at $1.94K in Q3 2025.
2,517 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2025, filed 9 Feb 2026.