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

Cypress 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	$8.79M	Sell	37,147 -1,001	-3%	-$230K	2.13%	13
2026 Q1	$8.2M	Buy	38,148 +480	+1%	+$107K	2.26%	12
2025 Q4	$8.34M	Buy	37,668 +83	+0.2%	+$18.1K	2.3%	12
2025 Q3	$8.11M	Sell	37,585 -776	-2%	-$163K	2.47%	13
2025 Q2	$7.85M	Sell	38,361 -1,099	-3%	-$213K	2.56%	13
2025 Q1	$7.65M	Sell	39,460 -1,175	-3%	-$234K	2.73%	12
2024 Q4	$7.96M	Buy	40,635 +20	+0%	+$3.99K	2.92%	10
2024 Q3	$8.04M	Sell	40,615 -1,967	-5%	-$375K	2.97%	12
2024 Q2	$7.77M	Sell	42,582 -3,234	-7%	-$582K	3.22%	10
2024 Q1	$8.37M	Sell	45,816 -2,379	-5%	-$418K	3.83%	9
2023 Q4	$8.12M	Sell	48,195 -39,570	-45%	-$6.37M	7.37%	5
2023 Q3	$13.6M	Sell	87,765 -7,358	-8%	-$1.19M	7.79%	5
2023 Q2	$15.4M	Buy	95,123 +628	+0.7%	+$98.3K	8.75%	3
2023 Q1	$14.7M	Buy	94,495 +5,073	+6%	+$777K	8.92%	3
2022 Q4	$13.6M	Sell	89,422 -1,607	-2%	-$240K	9.07%	3
2022 Q3	$12.3M	Buy	91,029 +582	+0.6%	+$86.6K	8.73%	3
2022 Q2	$13M	Buy	+90,447	New	+$13.8M	8.89%	3

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

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

Cypress Financial Planning reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.6% in Q2 2026, selling an estimated $230K and leaving 37,147 shares worth $8.79M. The position accounts for 2.13% of the portfolio, ranked #13.

Cypress Financial Planning first reported a position in VIG in Q2 2022 and has held it in 17 quarters since. The position peaked at $15.4M in Q2 2023. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Cypress Financial Planning held 37,147 shares of Vanguard Dividend Appreciation ETF worth $8.79M as of Q2 2026.
Cypress Financial Planning sold 1,001 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $230K.
Vanguard Dividend Appreciation ETF made up 2.13% of Cypress Financial Planning's portfolio in Q2 2026, its #13 holding.
Cypress Financial Planning first reported a position in Vanguard Dividend Appreciation ETF in Q2 2022 and has held it in 17 quarters since.
Cypress Financial Planning's Vanguard Dividend Appreciation ETF position peaked at $15.4M in Q2 2023.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.