Holistic Planning’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Holistic 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	$4.14M	Buy	17,503 +766	+5%	+$176K	0.64%	35
2026 Q1	$3.6M	Buy	16,737 +1,167	+7%	+$260K	0.72%	29
2025 Q4	$3.42M	Sell	15,570 -1,072	-6%	-$234K	0.73%	28
2025 Q3	$3.59M	Sell	16,642 -396	-2%	-$83.2K	0.94%	20
2025 Q2	$3.49M	Buy	17,038 +2,777	+19%	+$538K	1%	20
2025 Q1	$2.77M	Sell	14,261 -54	-0.4%	-$10.7K	0.94%	21
2024 Q4	$2.8M	Sell	14,315 -484	-3%	-$96.6K	1.02%	19
2024 Q3	$2.93M	Buy	14,799 +1,890	+15%	+$360K	1.24%	17
2024 Q2	$2.36M	Sell	12,909 -39	-0.3%	-$7.02K	1.81%	14
2024 Q1	$2.36M	Buy	12,948 +237	+2%	+$41.6K	1.8%	14
2023 Q4	$2.17M	Buy	+12,711	New	+$2.05M	1.82%	13

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

Holistic Planning's VIG Position: Q2 2026 in Review

Holistic Planning increased its Vanguard Dividend Appreciation ETF (VIG) stake by 4.6% in Q2 2026, buying an estimated $176K and bringing the position to 17,503 shares worth $4.14M. The position accounts for 0.64% of the portfolio, ranked #35.

Holistic Planning first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Holistic Planning held 17,503 shares of Vanguard Dividend Appreciation ETF worth $4.14M as of Q2 2026.
Holistic Planning bought 766 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $176K.
Vanguard Dividend Appreciation ETF made up 0.64% of Holistic Planning's portfolio in Q2 2026, its #35 holding.
Holistic Planning first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.