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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Holistic Planning's VIG Position: Q1 2026 in Review

Holistic Planning increased its Vanguard Dividend Appreciation ETF (VIG) stake by 7.5% in Q1 2026, buying an estimated $260K and bringing the position to 16,737 shares worth $3.6M. The position accounts for 0.72% of the portfolio, ranked #29.

Holistic Planning first reported a position in VIG in Q4 2023 and has held it in 10 quarters since. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Holistic Planning held 16,737 shares of Vanguard Dividend Appreciation ETF worth $3.6M as of Q1 2026.
Holistic Planning bought 1,167 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $260K.
Vanguard Dividend Appreciation ETF made up 0.72% of Holistic Planning's portfolio in Q1 2026, its #29 holding.
Holistic Planning first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 10 quarters since.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.