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

Elser 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	$864K	Hold	3,652	–	–	0.04%	54
2026 Q1	$784K	Hold	3,652	–	–	0.04%	55
2025 Q4	$803K	Hold	3,652	–	–	0.58%	25
2025 Q3	$792K	Hold	3,652	–	–	0.95%	21
2025 Q2	$747K	Sell	3,652 -1,417	-28%	-$275K	0.93%	22
2025 Q1	$983K	Sell	5,069 -234	-4%	-$46.5K	1.36%	17
2024 Q4	$1.04M	Hold	5,303	–	–	0.06%	38
2024 Q3	$1.05M	Sell	5,303 -220	-4%	-$41.9K	1.52%	14
2024 Q2	$1.01M	Buy	+5,523	New	+$994K	0.17%	34

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

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

Elser Financial Planning held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 3,652 shares worth $864K. The position accounts for 0.04% of the portfolio, ranked #54.

Elser Financial Planning first reported a position in VIG in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.05M in Q3 2024. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Elser Financial Planning held 3,652 shares of Vanguard Dividend Appreciation ETF worth $864K as of Q2 2026.
Elser Financial Planning left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.04% of Elser Financial Planning's portfolio in Q2 2026, its #54 holding.
Elser Financial Planning first reported a position in Vanguard Dividend Appreciation ETF in Q2 2024 and has held it in 9 quarters since.
Elser Financial Planning's Vanguard Dividend Appreciation ETF position peaked at $1.05M in Q3 2024.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.