Intrepid Financial Planning Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Intrepid Financial Planning Group’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	$360K	Sell	1,520 -20	-1%	-$4.59K	0.12%	97
2026 Q1	$331K	Hold	1,540	–	–	0.13%	101
2025 Q4	$338K	Hold	1,540	–	–	0.13%	92
2025 Q3	$332K	Hold	1,540	–	–	0.13%	94
2025 Q2	$315K	Hold	1,540	–	–	0.13%	93
2025 Q1	$299K	Hold	1,540	–	–	0.14%	91
2024 Q4	$302K	Hold	1,540	–	–	0.13%	96
2024 Q3	$305K	Hold	1,540	–	–	0.13%	96
2024 Q2	$281K	Sell	1,540 -315	-17%	-$56.7K	0.12%	100
2024 Q1	$339K	Hold	1,855	–	–	0.15%	92
2023 Q4	$316K	Hold	1,855	–	–	0.15%	87
2023 Q3	$288K	Hold	1,855	–	–	0.15%	84
2023 Q2	$301K	Hold	1,855	–	–	0.14%	88
2023 Q1	$286K	Hold	1,855	–	–	0.14%	88
2022 Q4	$282K	Hold	1,855	–	–	0.15%	85
2022 Q3	$251K	Hold	1,855	–	–	0.14%	79
2022 Q2	$266K	Buy	+1,855	New	+$282K	0.15%	76

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

Intrepid Financial Planning Group's VIG Position: Q2 2026 in Review

Intrepid Financial Planning Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.3% in Q2 2026, selling an estimated $4.59K and leaving 1,520 shares worth $360K. The position accounts for 0.12% of the portfolio, ranked #97.

Intrepid Financial Planning Group first reported a position in VIG in Q2 2022 and has held it in 17 quarters since. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Intrepid Financial Planning Group held 1,520 shares of Vanguard Dividend Appreciation ETF worth $360K as of Q2 2026.
Intrepid Financial Planning Group sold 20 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $4.59K.
Vanguard Dividend Appreciation ETF made up 0.12% of Intrepid Financial Planning Group's portfolio in Q2 2026, its #97 holding.
Intrepid Financial Planning Group first reported a position in Vanguard Dividend Appreciation ETF in Q2 2022 and has held it in 17 quarters since.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.