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Cornerstone Planning Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Cornerstone Planning Group’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 		$115K Sell
482
-183
-28% -$42K 0.01% 228
2026
Q1 		$152K Sell
665
-12
-2% -$2.67K 0.02% 195
2025
Q4 		$151K Sell
677
-994
-59% -$217K 0.02% 166
2025
Q3 		$350K Buy
1,671
+909
+119% +$191K 0.06% 104
2025
Q2 		$157K Sell
762
-88
-10% -$17.1K 0.03% 102
2025
Q1 		$158K Buy
850
+690
+431% +$137K 0.04% 102
2024
Q4 		$32.3K Sell
160
-2
-1% -$399 0.01% 241
2024
Q3 		$32K Sell
162
-1
-0.6% -$190 0.01% 237
2024
Q2 		$29.4K Buy
163
+34
+26% +$6.12K 0.01% 266
2024
Q1 		$22.8K Sell
129
-125
-49% -$22K 0.01% 277
2023
Q4 		$43.3K Sell
254
-21
-8% -$3.38K 0.01% 202
2023
Q3 		$42.7K Buy
275
+23
+9% +$3.73K 0.02% 201
2023
Q2 		$40.9K Buy
+252
New +$39.5K 0.02% 274
2022
Q4 		$38.2K Buy
+252
New +$37.6K 0.02% 309

Other funds holding VIG

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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cornerstone Planning Group's VIG Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 28% in Q2 2026, selling an estimated $42K and leaving 482 shares worth $115K. The position accounts for 0.01% of the portfolio, ranked #228.

Cornerstone Planning Group first reported a position in VIG in Q4 2022 and has held it in 14 quarters since. The position peaked at $350K in Q3 2025. 1,858 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Cornerstone Planning Group held 482 shares of Vanguard Dividend Appreciation ETF worth $115K as of Q2 2026.
  • Cornerstone Planning Group sold 183 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $42K.
  • Vanguard Dividend Appreciation ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #228 holding.
  • Cornerstone Planning Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Vanguard Dividend Appreciation ETF position peaked at $350K in Q3 2025.
  • 1,858 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.