Abacus Planning Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Abacus Planning Group’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	$479K	Sell	2,026 -21	-1%	-$4.82K	0.06%	149
2026 Q1	$440K	Buy	2,047 +5	+0.2%	+$1.11K	0.06%	155
2025 Q4	$449K	Buy	2,042 +9	+0.4%	+$1.97K	0.06%	148
2025 Q3	$439K	Buy	2,033 +3	+0.1%	+$630	0.06%	141
2025 Q2	$415K	Sell	2,030 -13	-0.6%	-$2.52K	0.06%	142
2025 Q1	$396K	Buy	2,043 +4	+0.2%	+$795	0.07%	140
2024 Q4	$399K	Sell	2,039 -17	-0.8%	-$3.39K	0.07%	133
2024 Q3	$407K	Sell	2,056 -11	-0.5%	-$2.09K	0.07%	132
2024 Q2	$377K	Buy	2,067 +26	+1%	+$4.68K	0.07%	126
2024 Q1	$373K	Buy	2,041 +1	+0%	+$176	0.07%	130
2023 Q4	$348K	Buy	2,040 +17	+0.8%	+$2.73K	0.07%	133
2023 Q3	$314K	Buy	2,023 +6	+0.3%	+$973	0.08%	131
2023 Q2	$328K	Buy	2,017 +158	+8%	+$24.7K	0.08%	130
2023 Q1	$286K	Buy	1,859 +6	+0.3%	+$919	0.07%	135
2022 Q4	$281K	Sell	1,853 -1,264	-41%	-$188K	0.08%	135
2022 Q3	$421K	Sell	3,117 -250	-7%	-$37.2K	0.13%	106
2022 Q2	$483K	Buy	3,367 +20	+0.6%	+$3.04K	0.14%	102
2022 Q1	$543K	Buy	3,347 +5	+0.1%	+$807	0.15%	108
2021 Q4	$574K	Buy	3,342 +156	+5%	+$25.7K	0.15%	102
2021 Q3	$489K	Buy	3,186 +1,532	+93%	+$244K	0.16%	98
2021 Q2	$256K	Buy	1,654 +5	+0.3%	+$767	0.08%	158
2021 Q1	$242K	Buy	1,649 +51	+3%	+$7.25K	0.08%	160
2020 Q4	$226K	Buy	1,598 +10	+0.6%	+$1.35K	0.07%	154
2020 Q3	$204K	Buy	+1,588	New	+$200K	0.07%	151
2020 Q1	–	Sell	-1,802	Closed	-$225K	–	186
2019 Q4	$225K	Buy	1,802 +6	+0.3%	+$726	0.1%	148
2019 Q3	$215K	Buy	1,796 +7	+0.4%	+$826	0.11%	149
2019 Q2	$206K	Buy	+1,789	New	+$201K	0.12%	146

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

Abacus Planning Group's VIG Position: Q2 2026 in Review

Abacus Planning Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1% in Q2 2026, selling an estimated $4.82K and leaving 2,026 shares worth $479K. The position accounts for 0.06% of the portfolio, ranked #149.

Abacus Planning Group first reported a position in VIG in Q2 2019 and has held it in 27 quarters since. The position peaked at $574K in Q4 2021. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Abacus Planning Group held 2,026 shares of Vanguard Dividend Appreciation ETF worth $479K as of Q2 2026.
Abacus Planning Group sold 21 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $4.82K.
Vanguard Dividend Appreciation ETF made up 0.06% of Abacus Planning Group's portfolio in Q2 2026, its #149 holding.
Abacus Planning Group first reported a position in Vanguard Dividend Appreciation ETF in Q2 2019 and has held it in 27 quarters since.
Abacus Planning Group's Vanguard Dividend Appreciation ETF position peaked at $574K in Q4 2021.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.