Phillips Wealth Planners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Phillips Wealth Planners’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	$743K	Sell	3,112 -16	-0.5%	-$3.67K	0.55%	53
2026 Q1	$714K	Buy	3,128 +789	+34%	+$176K	0.54%	51
2025 Q4	$524K	Sell	2,339 -34	-1%	-$7.43K	0.42%	73
2025 Q3	$517K	Sell	2,373 -177	-7%	-$37.2K	0.43%	74
2025 Q2	$525K	Sell	2,550 -56	-2%	-$10.9K	0.48%	69
2025 Q1	$481K	Sell	2,606 -12	-0.5%	-$2.39K	0.51%	68
2024 Q4	$505K	Sell	2,618 -193	-7%	-$38.5K	0.5%	64
2024 Q3	$565K	Sell	2,811 -36	-1%	-$6.86K	0.54%	57
2024 Q2	$528K	Buy	2,847 +3	+0.1%	+$540	0.56%	57
2024 Q1	$495K	Buy	+2,844	New	+$500K	0.57%	55

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

Phillips Wealth Planners's VIG Position: Q2 2026 in Review

Phillips Wealth Planners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.51% in Q2 2026, selling an estimated $3.67K and leaving 3,112 shares worth $743K. The position accounts for 0.55% of the portfolio, ranked #53.

Phillips Wealth Planners first reported a position in VIG in Q1 2024 and has held it in 10 quarters since. 2,591 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Phillips Wealth Planners held 3,112 shares of Vanguard Dividend Appreciation ETF worth $743K as of Q2 2026.
Phillips Wealth Planners sold 16 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $3.67K.
Vanguard Dividend Appreciation ETF made up 0.55% of Phillips Wealth Planners's portfolio in Q2 2026, its #53 holding.
Phillips Wealth Planners first reported a position in Vanguard Dividend Appreciation ETF in Q1 2024 and has held it in 10 quarters since.
2,591 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.