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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Phillips Wealth Planners's VIG Position: Q1 2026 in Review

Phillips Wealth Planners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 34% in Q1 2026, buying an estimated $176K and bringing the position to 3,128 shares worth $714K. The position accounts for 0.54% of the portfolio, ranked #51.

Phillips Wealth Planners first reported a position in VIG in Q1 2024 and has held it in 9 quarters since. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Phillips Wealth Planners held 3,128 shares of Vanguard Dividend Appreciation ETF worth $714K as of Q1 2026.
Phillips Wealth Planners bought 789 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $176K.
Vanguard Dividend Appreciation ETF made up 0.54% of Phillips Wealth Planners's portfolio in Q1 2026, its #51 holding.
Phillips Wealth Planners first reported a position in Vanguard Dividend Appreciation ETF in Q1 2024 and has held it in 9 quarters since.
2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.