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Consolidated Planning Corp’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Consolidated Planning Corp’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 		$1.92M Buy
8,124
+59
+0.7% +$13.5K 0.26% 60
2026
Q1 		$1.73M Sell
8,065
-23,440
-74% -$5.23M 0.28% 62
2025
Q4 		$6.92M Sell
31,505
-888
-3% -$194K 0.7% 43
2025
Q3 		$6.99M Buy
32,393
+96
+0.3% +$20.2K 0.74% 33
2025
Q2 		$6.61M Sell
32,297
-357
-1% -$69.2K 0.83% 38
2025
Q1 		$6.33M Sell
32,654
-196
-0.6% -$39K 0.87% 36
2024
Q4 		$6.43M Buy
32,850
+671
+2% +$134K 0.88% 35
2024
Q3 		$6.37M Buy
32,179
+6,444
+25% +$1.23M 0.95% 32
2024
Q2 		$4.7M Sell
25,735
-180
-0.7% -$32.4K 0.78% 47
2024
Q1 		$4.73M Sell
25,915
-310
-1% -$54.5K 0.81% 40
2023
Q4 		$4.47M Buy
26,225
+5,042
+24% +$811K 0.83% 36
2023
Q3 		$3.29M Sell
21,183
-159
-0.7% -$25.8K 0.73% 45
2023
Q2 		$3.47M Buy
21,342
+1,439
+7% +$225K 0.73% 46
2023
Q1 		$3.07M Buy
19,903
+214
+1% +$32.8K 0.79% 48
2022
Q4 		$2.99M Sell
19,689
-3
-0% -$447 0.83% 38
2022
Q3 		$2.66M Sell
19,692
-1,879
-9% -$280K 0.83% 43
2022
Q2 		$3.1M Buy
21,571
+14,968
+227% +$2.28M 0.97% 34
2022
Q1 		$1.07M Hold
6,603
– – 0.74% 20
2021
Q4 		$1.13M Hold
6,603
– – 0.73% 19
2021
Q3 		$1.01M Hold
6,603
– – 0.66% 20
2021
Q2 		$1.02M Hold
6,603
– – 0.76% 19
2021
Q1 		$971K Hold
6,603
– – 0.62% 19
2020
Q4 		$932K Hold
6,603
– – 0.61% 21
2020
Q3 		$849K Buy
6,603
+3
+0% +$377 0.63% 20
2020
Q2 		$773K Hold
6,600
– – 0.76% 19
2020
Q1 		$682K Hold
6,600
– – 0.86% 17
2019
Q4 		$823K Buy
+6,600
New +$798K 0.81% 15

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

Consolidated Planning Corp's VIG Position: Q2 2026 in Review

Consolidated Planning Corp increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.73% in Q2 2026, buying an estimated $13.5K and bringing the position to 8,124 shares worth $1.92M. The position accounts for 0.26% of the portfolio, ranked #60.

Consolidated Planning Corp first reported a position in VIG in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.99M in Q3 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Consolidated Planning Corp held 8,124 shares of Vanguard Dividend Appreciation ETF worth $1.92M as of Q2 2026.
  • Consolidated Planning Corp bought 59 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $13.5K.
  • Vanguard Dividend Appreciation ETF made up 0.26% of Consolidated Planning Corp's portfolio in Q2 2026, its #60 holding.
  • Consolidated Planning Corp first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 27 quarters since.
  • Consolidated Planning Corp's Vanguard Dividend Appreciation ETF position peaked at $6.99M in Q3 2025.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.