Mark Sheptoff Financial Planning’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Mark Sheptoff 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	$1.29M	Sell	5,437 -100	-2%	-$23K	0.68%	28
2026 Q1	$1.27M	Buy	5,537 +1,246	+29%	+$278K	0.67%	29
2025 Q4	$943K	Buy	4,291 +741	+21%	+$162K	0.45%	34
2025 Q3	$766K	Hold	3,550	–	–	0.37%	40
2025 Q2	$727K	Hold	3,550	–	–	0.39%	42
2025 Q1	$689K	Sell	3,550 -99	-3%	-$19.7K	0.38%	46
2024 Q4	$715K	Sell	3,649 -142	-4%	-$28.4K	0.38%	46
2024 Q3	$751K	Buy	3,791 +210	+6%	+$40K	0.4%	49
2024 Q2	$654K	Sell	3,581 -150	-4%	-$27K	0.37%	49
2024 Q1	$681K	Sell	3,731 -24	-0.6%	-$4.22K	0.38%	49
2023 Q4	$640K	Buy	3,755 +1	+0%	+$161	0.39%	43
2023 Q3	$583K	Sell	3,754 -100	-3%	-$16.2K	0.37%	44
2023 Q2	$626K	Hold	3,854	–	–	0.36%	48
2023 Q1	$593K	Buy	3,854 +1	+0%	+$153	0.34%	50
2022 Q4	$585K	Sell	3,853 -9	-0.2%	-$1.34K	0.34%	52
2022 Q3	$522K	Hold	3,862	–	–	0.32%	52
2022 Q2	$554K	Sell	3,862 -3,999	-51%	-$609K	0.32%	56
2022 Q1	$1.27M	Buy	7,861 +325	+4%	+$52.4K	0.64%	32
2021 Q4	$1.29M	Buy	7,536 +1,201	+19%	+$198K	0.62%	33
2021 Q3	$973K	Buy	6,335 +250	+4%	+$39.8K	0.54%	36
2021 Q2	$942K	Sell	6,085 -99	-2%	-$15.2K	0.5%	38
2021 Q1	$910K	Sell	6,184 -50	-0.8%	-$7.11K	0.52%	39
2020 Q4	$880K	Sell	6,234 -349	-5%	-$47.3K	0.5%	43
2020 Q3	$847K	Sell	6,583 -349	-5%	-$43.9K	0.52%	39
2020 Q2	$812K	Sell	6,932 -1,359	-16%	-$155K	0.53%	40
2020 Q1	$857K	Sell	8,291 -3,337	-29%	-$398K	0.65%	35
2019 Q4	$1.45M	Sell	11,628 -1,169	-9%	-$141K	0.91%	29
2019 Q3	$1.53M	Sell	12,797 -1,750	-12%	-$206K	1.03%	23
2019 Q2	$1.68M	Buy	14,547 +401	+3%	+$45K	1.14%	22
2019 Q1	$1.55M	Buy	14,146 +887	+7%	+$93.5K	1.12%	21
2018 Q4	$1.3M	Sell	13,259 -589	-4%	-$61.4K	1.08%	24
2018 Q3	$1.53M	Buy	13,848 +681	+5%	+$73.2K	1.05%	25
2018 Q2	$1.34M	Hold	13,167	–	–	0.99%	26
2018 Q1	$1.33M	Sell	13,167 -100	-0.8%	-$10.4K	0.92%	28
2017 Q4	$1.35M	Buy	13,267 +150	+1%	+$14.8K	0.88%	32
2017 Q3	$1.24M	Buy	13,117 +1,426	+12%	+$133K	0.83%	34
2017 Q2	$1.08M	Buy	11,691 +6,900	+144%	+$633K	0.74%	38
2017 Q1	$431K	Buy	4,791 +4,001	+506%	+$355K	0.31%	69
2016 Q4	$67K	Hold	790	–	–	0.05%	158
2016 Q3	$66K	Hold	790	–	–	0.05%	154
2016 Q2	$66K	Hold	790	–	–	0.05%	141
2016 Q1	$64K	Sell	790 -200	-20%	-$15.3K	0.05%	139
2015 Q4	$77K	Sell	990 -50	-5%	-$3.9K	0.06%	141
2015 Q3	$77K	Sell	1,040 -1,360	-57%	-$105K	0.07%	143
2015 Q2	$189K	Sell	2,400 -200	-8%	-$16.2K	0.15%	104
2015 Q1	$209K	Buy	2,600 +1,300	+100%	+$105K	0.17%	97
2014 Q4	$106K	Buy	1,300 +800	+160%	+$63.3K	0.09%	129
2014 Q3	$38K	Buy	+500	New	+$38.8K	0.03%	185

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

Mark Sheptoff Financial Planning's VIG Position: Q2 2026 in Review

Mark Sheptoff Financial Planning reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.8% in Q2 2026, selling an estimated $23K and leaving 5,437 shares worth $1.29M. The position accounts for 0.68% of the portfolio, ranked #28.

Mark Sheptoff Financial Planning first reported a position in VIG in Q3 2014 and has held it in 48 quarters since. The position peaked at $1.68M in Q2 2019. 2,594 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Mark Sheptoff Financial Planning held 5,437 shares of Vanguard Dividend Appreciation ETF worth $1.29M as of Q2 2026.
Mark Sheptoff Financial Planning sold 100 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $23K.
Vanguard Dividend Appreciation ETF made up 0.68% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #28 holding.
Mark Sheptoff Financial Planning first reported a position in Vanguard Dividend Appreciation ETF in Q3 2014 and has held it in 48 quarters since.
Mark Sheptoff Financial Planning's Vanguard Dividend Appreciation ETF position peaked at $1.68M in Q2 2019.
2,594 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.