BFC Planning, Inc.’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

BFC Planning, Inc.’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	$18.7M	Sell	79,125 -10,313	-12%	-$2.37M	0.76%	17
2026 Q1	$19.2M	Buy	89,438 +4,289	+5%	+$956K	0.86%	17
2025 Q4	$18.7M	Buy	85,149 +20,820	+32%	+$4.55M	0.83%	13
2025 Q3	$13.9M	Sell	64,329 -23	-0%	-$4.83K	1%	12
2025 Q2	$13.2M	Buy	64,352 +405	+0.6%	+$78.5K	1.03%	12
2025 Q1	$12.4M	Sell	63,947 -2,292	-3%	-$456K	1.09%	11
2024 Q4	$13M	Buy	+66,239	New	+$13.2M	1.08%	12

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

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BFC Planning, Inc.'s VIG Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 12% in Q2 2026, selling an estimated $2.37M and leaving 79,125 shares worth $18.7M. The position accounts for 0.76% of the portfolio, ranked #17.

BFC Planning, Inc. first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.2M in Q1 2026. 2,609 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

BFC Planning, Inc. held 79,125 shares of Vanguard Dividend Appreciation ETF worth $18.7M as of Q2 2026.
BFC Planning, Inc. sold 10,313 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $2.37M.
Vanguard Dividend Appreciation ETF made up 0.76% of BFC Planning, Inc.'s portfolio in Q2 2026, its #17 holding.
BFC Planning, Inc. first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s Vanguard Dividend Appreciation ETF position peaked at $19.2M in Q1 2026.
2,609 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.