Investment Planning Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Investment Planning Advisors’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	$1.23M	Sell	5,197 -135	-3%	-$31K	0.28%	38
2026 Q1	$1.15M	Sell	5,332 -354	-6%	-$78.9K	0.32%	36
2025 Q4	$1.25M	Buy	5,686 +8	+0.1%	+$1.75K	0.36%	34
2025 Q3	$1.23M	Buy	5,678 +213	+4%	+$44.7K	0.39%	30
2025 Q2	$1.12M	Buy	5,465 +1,242	+29%	+$241K	0.4%	25
2025 Q1	$819K	Buy	4,223 +429	+11%	+$85.3K	0.33%	36
2024 Q4	$743K	Sell	3,794 -265	-7%	-$52.9K	0.32%	35
2024 Q3	$741K	Hold	4,059	–	–	0.38%	35
2024 Q2	$741K	Buy	+4,059	New	+$731K	0.38%	35

Other funds holding VIG

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Investment Planning Advisors's VIG Position: Q2 2026 in Review

Investment Planning Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.5% in Q2 2026, selling an estimated $31K and leaving 5,197 shares worth $1.23M. The position accounts for 0.28% of the portfolio, ranked #38.

Investment Planning Advisors first reported a position in VIG in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.25M in Q4 2025. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Investment Planning Advisors held 5,197 shares of Vanguard Dividend Appreciation ETF worth $1.23M as of Q2 2026.
Investment Planning Advisors sold 135 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $31K.
Vanguard Dividend Appreciation ETF made up 0.28% of Investment Planning Advisors's portfolio in Q2 2026, its #38 holding.
Investment Planning Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2024 and has held it in 9 quarters since.
Investment Planning Advisors's Vanguard Dividend Appreciation ETF position peaked at $1.25M in Q4 2025.
1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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