Peak Retirement Planning’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Peak Retirement 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	$2.86M	Buy	12,101 +1,525	+14%	+$350K	0.45%	69
2026 Q1	$2.27M	Buy	10,576 +1,325	+14%	+$295K	0.45%	64
2025 Q4	$2.03M	Buy	9,251 +2,089	+29%	+$456K	0.48%	59
2025 Q3	$1.55M	Buy	7,162 +2,881	+67%	+$605K	0.44%	73
2025 Q2	$876K	Buy	4,281 +1,032	+32%	+$200K	0.35%	73
2025 Q1	$630K	Buy	3,249 +663	+26%	+$132K	0.35%	78
2024 Q4	$506K	Buy	+2,586	New	+$516K	0.34%	80

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

Peak Retirement Planning's VIG Position: Q2 2026 in Review

Peak Retirement Planning increased its Vanguard Dividend Appreciation ETF (VIG) stake by 14% in Q2 2026, buying an estimated $350K and bringing the position to 12,101 shares worth $2.86M. The position accounts for 0.45% of the portfolio, ranked #69.

Peak Retirement Planning first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Peak Retirement Planning held 12,101 shares of Vanguard Dividend Appreciation ETF worth $2.86M as of Q2 2026.
Peak Retirement Planning bought 1,525 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $350K.
Vanguard Dividend Appreciation ETF made up 0.45% of Peak Retirement Planning's portfolio in Q2 2026, its #69 holding.
Peak Retirement Planning first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.