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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mark Sheptoff Financial Planning's VIG Position: Q1 2026 in Review

Mark Sheptoff Financial Planning increased its Vanguard Dividend Appreciation ETF (VIG) stake by 29% in Q1 2026, buying an estimated $278K and bringing the position to 5,537 shares worth $1.27M. The position accounts for 0.67% of the portfolio, ranked #29.

Mark Sheptoff Financial Planning first reported a position in VIG in Q3 2014 and has held it in 47 quarters since. The position peaked at $1.68M in Q2 2019. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Mark Sheptoff Financial Planning held 5,537 shares of Vanguard Dividend Appreciation ETF worth $1.27M as of Q1 2026.
  • Mark Sheptoff Financial Planning bought 1,246 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $278K.
  • Vanguard Dividend Appreciation ETF made up 0.67% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #29 holding.
  • Mark Sheptoff Financial Planning first reported a position in Vanguard Dividend Appreciation ETF in Q3 2014 and has held it in 47 quarters since.
  • Mark Sheptoff Financial Planning's Vanguard Dividend Appreciation ETF position peaked at $1.68M in Q2 2019.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.