Essential Planning’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Essential 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	$632K	Buy	2,669 +2	+0.1%	+$459	0.18%	46
2026 Q1	$574K	Sell	2,667 -386	-13%	-$86.1K	0.18%	47
2025 Q4	$671K	Buy	3,053 +2	+0.1%	+$437	0.21%	42
2025 Q3	$658K	Sell	3,051 -75	-2%	-$15.8K	0.23%	42
2025 Q2	$640K	Hold	3,126	–	–	0.24%	41
2025 Q1	$606K	Sell	3,126 -138,071	-98%	-$27.5M	0.24%	41
2024 Q4	$28.2M	Buy	141,197 +138,004	+4,322%	+$27.6M	0.18%	47
2024 Q3	$632K	Sell	3,193 -33	-1%	-$6.28K	0.26%	38
2024 Q2	$589K	Sell	3,226 -408	-11%	-$73.4K	0.26%	37
2024 Q1	$619K	Hold	3,634	–	–	0.31%	33
2023 Q4	$619K	Buy	3,634 +55	+2%	+$8.85K	0.31%	33
2023 Q3	$556K	Sell	3,579 -301	-8%	-$48.8K	0.31%	31
2023 Q2	$630K	Sell	3,880 -363	-9%	-$56.8K	0.36%	27
2023 Q1	$624K	Sell	4,243 -1,693	-29%	-$259K	0.38%	27
2022 Q4	$804K	Buy	5,936 +4,108	+225%	+$612K	0.62%	23
2022 Q3	$247K	Buy	+1,828	New	+$272K	1.43%	16

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

Essential Planning's VIG Position: Q2 2026 in Review

Essential Planning increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.07% in Q2 2026, buying an estimated $459 and bringing the position to 2,669 shares worth $632K. The position accounts for 0.18% of the portfolio, ranked #46.

Essential Planning first reported a position in VIG in Q3 2022 and has held it in 16 quarters since. The position peaked at $28.2M in Q4 2024. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Essential Planning held 2,669 shares of Vanguard Dividend Appreciation ETF worth $632K as of Q2 2026.
Essential Planning bought 2 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $459.
Vanguard Dividend Appreciation ETF made up 0.18% of Essential Planning's portfolio in Q2 2026, its #46 holding.
Essential Planning first reported a position in Vanguard Dividend Appreciation ETF in Q3 2022 and has held it in 16 quarters since.
Essential Planning's Vanguard Dividend Appreciation ETF position peaked at $28.2M in Q4 2024.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.