Falcon Wealth Planning’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Falcon Wealth 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	$235K	Buy	+992	New	+$228K	0.01%	227

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

Falcon Wealth Planning's VIG Position: Q2 2026 in Review

Falcon Wealth Planning opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 992 shares worth $235K. The stake represents 0.01% of the portfolio and ranks #227 among its holdings.

2,586 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Falcon Wealth Planning held 992 shares of Vanguard Dividend Appreciation ETF worth $235K as of Q2 2026.
Vanguard Dividend Appreciation ETF was a new Falcon Wealth Planning position in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.01% of Falcon Wealth Planning's portfolio in Q2 2026, its #227 holding.
2,586 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.