Financial Life Planners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Financial Life Planners’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	$712K	Buy	3,010 +12	+0.4%	+$2.75K	0.46%	24
2026 Q1	$645K	Sell	2,998 -564	-16%	-$126K	0.49%	21
2025 Q4	$783K	Buy	3,562 +29	+0.8%	+$6.34K	0.56%	21
2025 Q3	$762K	Buy	3,533 +195	+6%	+$40.9K	0.51%	21
2025 Q2	$683K	Hold	3,338	–	–	0.56%	24
2025 Q1	$648K	Buy	3,338 +16	+0.5%	+$3.18K	0.63%	21
2024 Q4	$651K	Buy	+3,322	New	+$663K	0.55%	19

Other funds holding VIG

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Financial Life Planners's VIG Position: Q2 2026 in Review

Financial Life Planners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.4% in Q2 2026, buying an estimated $2.75K and bringing the position to 3,010 shares worth $712K. The position accounts for 0.46% of the portfolio, ranked #24.

Financial Life Planners first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $783K in Q4 2025. 1,361 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Financial Life Planners held 3,010 shares of Vanguard Dividend Appreciation ETF worth $712K as of Q2 2026.
Financial Life Planners bought 12 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $2.75K.
Vanguard Dividend Appreciation ETF made up 0.46% of Financial Life Planners's portfolio in Q2 2026, its #24 holding.
Financial Life Planners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
Financial Life Planners's Vanguard Dividend Appreciation ETF position peaked at $783K in Q4 2025.
1,361 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.