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

Comprehensive 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	$42.9K	Sell	181 -76	-30%	-$17.5K	0.02%	187
2026 Q1	$55.4K	Buy	257 +78	+44%	+$17.4K	0.04%	157
2025 Q4	$39.5K	Buy	179 +1	+0.6%	+$218	0.03%	170
2025 Q3	$38.5K	Hold	178	–	–	0.03%	175
2025 Q2	$36.4K	Sell	178 -18	-9%	-$3.49K	0.03%	167
2025 Q1	$38.1K	Hold	196	–	–	0.04%	149
2024 Q4	$38.3K	Buy	+196	New	+$39.1K	0.03%	169

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Comprehensive Financial Planning's VIG Position: Q2 2026 in Review

Comprehensive Financial Planning reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 30% in Q2 2026, selling an estimated $17.5K and leaving 181 shares worth $42.9K. The position accounts for 0.02% of the portfolio, ranked #187.

Comprehensive Financial Planning first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $55.4K in Q1 2026. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Comprehensive Financial Planning held 181 shares of Vanguard Dividend Appreciation ETF worth $42.9K as of Q2 2026.
Comprehensive Financial Planning sold 76 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $17.5K.
Vanguard Dividend Appreciation ETF made up 0.02% of Comprehensive Financial Planning's portfolio in Q2 2026, its #187 holding.
Comprehensive Financial Planning first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's Vanguard Dividend Appreciation ETF position peaked at $55.4K in Q1 2026.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.