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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
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

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Capital Planning's VIG Position: Q2 2026 in Review

Capital Planning reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.54% in Q2 2026, selling an estimated $31.5K and leaving 25,390 shares worth $6.01M. The position accounts for 1.75% of the portfolio, ranked #20.

Capital Planning first reported a position in VIG in Q4 2020 and has held it in 23 quarters since. 984 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Capital Planning held 25,390 shares of Vanguard Dividend Appreciation ETF worth $6.01M as of Q2 2026.
  • Capital Planning sold 137 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $31.5K.
  • Vanguard Dividend Appreciation ETF made up 1.75% of Capital Planning's portfolio in Q2 2026, its #20 holding.
  • Capital Planning first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 23 quarters since.
  • 984 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Capital Planning's 13F filing for Q2 2026, filed 22 Jul 2026.