Estate Planners Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Estate Planners 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 Q1	–	Sell	-347	Closed	-$76.2K	–	401
2025 Q4	$76.2K	Buy	+347	New	+$75.8K	0.03%	113

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Estate Planners Group's VIG Position: Q1 2026 in Review

Estate Planners Group sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2026, closing a stake of 347 shares — an estimated $76.2K sold.

Estate Planners Group first reported a position in VIG in Q4 2025 and held it in 1 quarter. The position peaked at $76.2K in Q4 2025. 2,526 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Estate Planners Group reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 347 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $76.2K.
Estate Planners Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Vanguard Dividend Appreciation ETF position peaked at $76.2K in Q4 2025.
2,526 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.