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Blom & Howell Financial Planning’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Blom & Howell 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 		$8.4M Buy
35,500
+4,312
+14% +$990K 7% 6
2026
Q1 		$6.71M Buy
31,188
+5,226
+20% +$1.17M 6.59% 5
2025
Q4 		$5.71M Buy
+25,962
New +$5.67M 5.67% 5

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Blom & Howell Financial Planning's VIG Position: Q2 2026 in Review

Blom & Howell Financial Planning increased its Vanguard Dividend Appreciation ETF (VIG) stake by 14% in Q2 2026, buying an estimated $990K and bringing the position to 35,500 shares worth $8.4M. The position accounts for 7% of the portfolio, ranked #6.

Blom & Howell Financial Planning first reported a position in VIG in Q4 2025 and has held it in 3 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Blom & Howell Financial Planning held 35,500 shares of Vanguard Dividend Appreciation ETF worth $8.4M as of Q2 2026.
  • Blom & Howell Financial Planning bought 4,312 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $990K.
  • Vanguard Dividend Appreciation ETF made up 7% of Blom & Howell Financial Planning's portfolio in Q2 2026, its #6 holding.
  • Blom & Howell Financial Planning first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Blom & Howell Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.