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Avantax Planning Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Avantax Planning Partners’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
Q1 		$37.5M Sell
174,460
-50,797
-23% -$11.3M 1.03% 21
2025
Q4 		$49.5M Sell
225,257
-9,247
-4% -$2.02M 1.38% 15
2025
Q3 		$50.6M Sell
234,504
-2,636
-1% -$554K 1.45% 14
2025
Q2 		$48.5M Buy
237,140
+66,504
+39% +$12.9M 1.54% 11
2025
Q1 		$33.1M Buy
170,636
+3,714
+2% +$739K 1.17% 11
2024
Q4 		$32.7M Sell
166,922
-3,894
-2% -$777K 1.18% 13
2024
Q3 		$33.8M Sell
170,816
-46,852
-22% -$8.92M 1.21% 12
2024
Q2 		$39.7M Sell
217,668
-6,565
-3% -$1.18M 1.28% 12
2024
Q1 		$40.9M Sell
224,233
-26,348
-11% -$4.63M 1.33% 10
2023
Q4 		$42.7M Buy
250,581
+27,051
+12% +$4.35M 1.63% 10
2023
Q3 		$34.7M Sell
223,530
-8,169
-4% -$1.32M 1.45% 10
2023
Q2 		$37.6M Buy
231,699
+32,181
+16% +$5.04M 1.5% 11
2023
Q1 		$30.7M Buy
199,518
+44,139
+28% +$6.76M 1.25% 13
2022
Q4 		$23.6M Sell
155,379
-39,414
-20% -$5.87M 0.94% 18
2022
Q3 		$26.3M Buy
194,793
+71,350
+58% +$10.6M 1.19% 13
2022
Q2 		$17.7M Buy
123,443
+79,986
+184% +$12.2M 0.76% 20
2022
Q1 		$7.05M Sell
43,457
-35,899
-45% -$5.79M 0.28% 39
2021
Q4 		$13.6M Sell
79,356
-5,981
-7% -$986K 0.56% 19
2021
Q3 		$13.1M Buy
85,337
+41,466
+95% +$6.61M 0.6% 15
2021
Q2 		$6.79M Buy
43,871
+1,511
+4% +$232K 0.32% 25
2021
Q1 		$6.23M Sell
42,360
-18,779
-31% -$2.67M 0.32% 26
2020
Q4 		$8.63M Buy
61,139
+3,765
+7% +$510K 0.44% 18
2020
Q3 		$7.38M Sell
57,374
-566
-1% -$71.2K 0.39% 19
2020
Q2 		$6.79M Buy
57,940
+23,394
+68% +$2.66M 0.38% 20
2020
Q1 		$3.57M Buy
34,546
+20,162
+140% +$2.41M 0.25% 34
2019
Q4 		$1.79M Sell
14,384
-9
-0.1% -$1.09K 0.11% 73
2019
Q3 		$1.72M Buy
14,393
+1,061
+8% +$125K 0.11% 76
2019
Q2 		$1.56M Sell
13,332
-1,669
-11% -$187K 0.1% 80
2019
Q1 		$1.65M Sell
15,001
-32,304
-68% -$3.4M 0.11% 73
2018
Q4 		$4.63M Buy
47,305
+46,324
+4,722% +$4.83M 0.35% 27
2018
Q3 		$109K Buy
+981
New +$105K 0.01% 330
2018
Q2 		– Sell
-306
Closed -$31K – 1440
2018
Q1 		$31K Buy
+306
New +$31.7K ﹤0.01% 641
2017
Q4 		– Sell
-3,000
Closed -$284K – 358
2017
Q3 		$284K Hold
3,000
– – 0.02% 284
2017
Q2 		$278K Sell
3,000
-313
-9% -$28.7K 0.02% 266
2017
Q1 		$298K Buy
3,313
+313
+10% +$27.7K 0.03% 240
2016
Q4 		$256K Buy
+3,000
New +$252K 0.03% 247

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Avantax Planning Partners's VIG Position: Q1 2026 in Review

Avantax Planning Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 23% in Q1 2026, selling an estimated $11.3M and leaving 174,460 shares worth $37.5M. The position accounts for 1.03% of the portfolio, ranked #21.

Avantax Planning Partners first reported a position in VIG in Q4 2016 and has held it in 36 quarters since. The position peaked at $50.6M in Q3 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Avantax Planning Partners held 174,460 shares of Vanguard Dividend Appreciation ETF worth $37.5M as of Q1 2026.
  • Avantax Planning Partners sold 50,797 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $11.3M.
  • Vanguard Dividend Appreciation ETF made up 1.03% of Avantax Planning Partners's portfolio in Q1 2026, its #21 holding.
  • Avantax Planning Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2016 and has held it in 36 quarters since.
  • Avantax Planning Partners's Vanguard Dividend Appreciation ETF position peaked at $50.6M in Q3 2025.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.