Superior Planning, LLC’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Superior Planning, LLC’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 Q3	$14.9K	Buy	+64	New	+$15.4K	0.01%	791

Other funds holding VIG

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Superior Planning, LLC's VIG Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q3 2026: 64 shares worth $14.9K. The stake represents 0.01% of the portfolio and ranks #791 among its holdings.

2,140 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Superior Planning, LLC held 64 shares of Vanguard Dividend Appreciation ETF worth $14.9K as of Q3 2026.
Vanguard Dividend Appreciation ETF was a new Superior Planning, LLC position in Q3 2026.
Vanguard Dividend Appreciation ETF made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #791 holding.
2,140 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.