Center for Financial Planning’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Center for 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	$1.31M	Buy	5,550 +522	+10%	+$120K	0.12%	60
2026 Q1	$1.08M	Sell	5,028 -15	-0.3%	-$3.34K	0.11%	63
2025 Q4	$1.11M	Buy	5,043 +244	+5%	+$53.3K	0.12%	61
2025 Q3	$1.04M	Buy	4,799 +759	+19%	+$159K	0.11%	62
2025 Q2	$827K	Buy	4,040 +98	+2%	+$19K	0.09%	76
2025 Q1	$765K	Buy	3,942 +722	+22%	+$144K	0.1%	69
2024 Q4	$631K	Buy	3,220 +2,787	+644%	+$556K	0.08%	82
2024 Q3	$85.8K	Sell	433 -310	-42%	-$59K	0.01%	192
2024 Q2	$136K	Buy	743 +398	+115%	+$71.6K	0.02%	160
2024 Q1	$63K	Hold	345	–	–	0.01%	214
2023 Q4	$58.8K	Sell	345 -28	-8%	-$4.5K	0.01%	207
2023 Q3	$58K	Buy	373 +48	+15%	+$7.78K	0.01%	201
2023 Q2	$52.8K	Buy	+325	New	+$50.9K	0.01%	219
2022 Q4	–	Sell	-57	Closed	-$8K	–	668
2022 Q3	$8K	Hold	57	–	–	﹤0.01%	386
2022 Q2	$8K	Hold	57	–	–	﹤0.01%	387
2022 Q1	$9K	Hold	57	–	–	﹤0.01%	388
2021 Q4	$10K	Hold	57	–	–	﹤0.01%	381
2021 Q3	$9K	Hold	57	–	–	﹤0.01%	376
2021 Q2	$9K	Hold	57	–	–	﹤0.01%	380
2021 Q1	$8K	Hold	57	–	–	﹤0.01%	418
2020 Q4	$8K	Hold	57	–	–	﹤0.01%	368
2020 Q3	$7K	Hold	57	–	–	﹤0.01%	340
2020 Q2	$7K	Sell	57 -5	-8%	-$569	﹤0.01%	343
2020 Q1	$6K	Hold	62	–	–	﹤0.01%	398
2019 Q4	$8K	Buy	+62	New	+$7.5K	﹤0.01%	327

Other funds holding VIG

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

Center for Financial Planning's VIG Position: Q2 2026 in Review

Center for Financial Planning increased its Vanguard Dividend Appreciation ETF (VIG) stake by 10% in Q2 2026, buying an estimated $120K and bringing the position to 5,550 shares worth $1.31M. The position accounts for 0.12% of the portfolio, ranked #60.

Center for Financial Planning first reported a position in VIG in Q4 2019 and has held it in 25 quarters since. 982 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Center for Financial Planning held 5,550 shares of Vanguard Dividend Appreciation ETF worth $1.31M as of Q2 2026.
Center for Financial Planning bought 522 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $120K.
Vanguard Dividend Appreciation ETF made up 0.12% of Center for Financial Planning's portfolio in Q2 2026, its #60 holding.
Center for Financial Planning first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 25 quarters since.
982 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.