Action Point Financial Planning’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Action Point Financial Planning’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	$636K	Buy	+2,692	New	+$618K	0.06%	226

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

Action Point Financial Planning's VIG Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 2,692 shares worth $636K. The stake represents 0.06% of the portfolio and ranks #226 among its holdings.

2,582 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Action Point Financial Planning held 2,692 shares of Vanguard Dividend Appreciation ETF worth $636K as of Q2 2026.
Vanguard Dividend Appreciation ETF was a new Action Point Financial Planning position in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.06% of Action Point Financial Planning's portfolio in Q2 2026, its #226 holding.
2,582 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.