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Leading Edge Financial Planning’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Leading Edge Financial 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 		$810K Sell
3,424
-47
-1% -$10.8K 0.14% 35
2026
Q1 		$747K Sell
3,471
-27
-0.8% -$6.02K 0.16% 31
2025
Q4 		$769K Sell
3,498
-101
-3% -$22.1K 0.18% 30
2025
Q3 		$777K Sell
3,599
-1
-0% -$210 0.2% 29
2025
Q2 		$737K Hold
3,600
– – 0.2% 29
2025
Q1 		$699K Buy
3,600
+3
+0.1% +$597 0.22% 30
2024
Q4 		$705K Sell
3,597
-21
-0.6% -$4.19K 0.23% 29
2024
Q3 		$717K Sell
3,618
-318
-8% -$60.5K 0.24% 29
2024
Q2 		$719K Buy
3,936
+21
+0.5% +$3.78K 0.29% 27
2024
Q1 		$715K Sell
3,915
-1,502
-28% -$264K 0.32% 26
2023
Q4 		$923K Sell
5,417
-19,967
-79% -$3.21M 0.48% 24
2023
Q3 		$3.94M Sell
25,384
-5,746
-18% -$931K 2.53% 10
2023
Q2 		$5.06M Buy
31,130
+6,159
+25% +$964K 3.31% 8
2023
Q1 		$3.85M Buy
24,971
+3,157
+14% +$484K 2.78% 8
2022
Q4 		$3.31M Buy
+21,814
New +$3.25M 2.87% 9

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Leading Edge Financial Planning's VIG Position: Q2 2026 in Review

Leading Edge Financial Planning reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.4% in Q2 2026, selling an estimated $10.8K and leaving 3,424 shares worth $810K. The position accounts for 0.14% of the portfolio, ranked #35.

Leading Edge Financial Planning first reported a position in VIG in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.06M in Q2 2023. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Leading Edge Financial Planning held 3,424 shares of Vanguard Dividend Appreciation ETF worth $810K as of Q2 2026.
  • Leading Edge Financial Planning sold 47 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $10.8K.
  • Vanguard Dividend Appreciation ETF made up 0.14% of Leading Edge Financial Planning's portfolio in Q2 2026, its #35 holding.
  • Leading Edge Financial Planning first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 15 quarters since.
  • Leading Edge Financial Planning's Vanguard Dividend Appreciation ETF position peaked at $5.06M in Q2 2023.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Leading Edge Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.