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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Essential Planning's VIG Position: Q1 2026 in Review

Essential Planning reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 13% in Q1 2026, selling an estimated $86.1K and leaving 2,667 shares worth $574K. The position accounts for 0.18% of the portfolio, ranked #47.

Essential Planning first reported a position in VIG in Q3 2022 and has held it in 15 quarters since. The position peaked at $28.2M in Q4 2024. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Essential Planning held 2,667 shares of Vanguard Dividend Appreciation ETF worth $574K as of Q1 2026.
Essential Planning sold 386 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $86.1K.
Vanguard Dividend Appreciation ETF made up 0.18% of Essential Planning's portfolio in Q1 2026, its #47 holding.
Essential Planning first reported a position in Vanguard Dividend Appreciation ETF in Q3 2022 and has held it in 15 quarters since.
Essential Planning's Vanguard Dividend Appreciation ETF position peaked at $28.2M in Q4 2024.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Essential Planning's 13F filing for Q1 2026, filed 23 Apr 2026.