Capital Planning
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Capital Planning’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Capital 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
Q3 		$5.93M Buy
25,430
+40
+0.2% +$9.6K 1.58% 20
2026
Q2 		$6.01M Sell
25,390
-137
-0.5% -$31.5K 1.75% 20
2026
Q1 		$5.49M Buy
25,527
+3,742
+17% +$834K 1.79% 19
2025
Q4 		$4.81M Buy
21,785
+844
+4% +$184K 1.35% 23
2025
Q3 		$4.54M Buy
20,941
+790
+4% +$166K 1.32% 22
2025
Q2 		$4.14M Buy
20,151
+818
+4% +$159K 1.3% 22
2025
Q1 		$3.75M Buy
19,333
+594
+3% +$118K 1.05% 25
2024
Q4 		$3.67M Buy
18,739
+1,694
+10% +$338K 0.96% 26
2024
Q3 		$3.39M Buy
17,045
+254
+2% +$48.4K 0.95% 25
2024
Q2 		$3.08M Buy
16,791
+5,495
+49% +$989K 0.92% 26
2024
Q1 		$2.06M Buy
11,296
+1,463
+15% +$257K 0.67% 28
2023
Q4 		$1.68M Buy
9,833
+2,047
+26% +$329K 0.6% 35
2023
Q3 		$1.22M Buy
7,786
+501
+7% +$81.2K 0.48% 40
2023
Q2 		$1.19M Buy
7,285
+1,002
+16% +$157K 0.46% 40
2023
Q1 		$968K Buy
6,283
+172
+3% +$26.4K 0.4% 40
2022
Q4 		$928K Buy
6,111
+953
+18% +$142K 0.41% 44
2022
Q3 		$697K Buy
5,158
+1,648
+47% +$245K 0.39% 34
2022
Q2 		$504K Sell
3,510
-43
-1% -$6.54K 0.27% 42
2022
Q1 		$576K Sell
3,553
-191
-5% -$30.8K 0.22% 42
2021
Q4 		$643K Buy
3,744
+68
+2% +$11.2K 0.24% 47
2021
Q3 		$565K Hold
3,676
– – 0.23% 46
2021
Q2 		$569K Buy
3,676
+1,021
+38% +$157K 0.24% 47
2021
Q1 		$390K Buy
2,655
+642
+32% +$91.3K 0.17% 52
2020
Q4 		$284K Buy
+2,013
New +$273K 0.13% 61

Other funds holding VIG

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Trust Point Inc
Trust Point Inc La Crosse, Wisconsin $1.33B AUM 20.56% 1-Year Est. Return

Capital Planning's VIG Position: Q3 2026 in Review

Capital Planning increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.16% in Q3 2026, buying an estimated $9.6K and bringing the position to 25,430 shares worth $5.93M. The position accounts for 1.58% of the portfolio, ranked #20.

Capital Planning first reported a position in VIG in Q4 2020 and has held it in 24 quarters since. The position peaked at $6.01M in Q2 2026. 1,229 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Capital Planning held 25,430 shares of Vanguard Dividend Appreciation ETF worth $5.93M as of Q3 2026.
  • Capital Planning bought 40 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $9.6K.
  • Vanguard Dividend Appreciation ETF made up 1.58% of Capital Planning's portfolio in Q3 2026, its #20 holding.
  • Capital Planning first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 24 quarters since.
  • Capital Planning's Vanguard Dividend Appreciation ETF position peaked at $6.01M in Q2 2026.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Capital Planning's 13F filing for Q3 2026, filed 9 Oct 2026.