FPH
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Financial Planning Hawaii’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Financial Planning Hawaii’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 		$10.8M Buy
45,622
+650
+1% +$149K 5.79% 2
2026
Q1 		$9.67M Buy
44,972
+380
+0.9% +$84.7K 5.7% 2
2025
Q4 		$9.8M Buy
+44,592
New +$9.74M 5.65% 3

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Financial Planning Hawaii's VIG Position: Q2 2026 in Review

Financial Planning Hawaii increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.4% in Q2 2026, buying an estimated $149K and bringing the position to 45,622 shares worth $10.8M. The position accounts for 5.79% of the portfolio, ranked #2.

Financial Planning Hawaii first reported a position in VIG in Q4 2025 and has held it in 3 quarters since. 1,767 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Financial Planning Hawaii held 45,622 shares of Vanguard Dividend Appreciation ETF worth $10.8M as of Q2 2026.
  • Financial Planning Hawaii bought 650 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $149K.
  • Vanguard Dividend Appreciation ETF made up 5.79% of Financial Planning Hawaii's portfolio in Q2 2026, its #2 holding.
  • Financial Planning Hawaii first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,767 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.