Plan Group Financial’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Plan Group Financial’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	$8.27M	Buy	34,940 +4,225	+14%	+$970K	1.7%	13
2026 Q1	$6.61M	Buy	30,715 +3,075	+11%	+$686K	1.55%	14
2025 Q4	$6.07M	Buy	27,640 +2,176	+9%	+$475K	1.58%	13
2025 Q3	$5.49M	Buy	25,464 +6,234	+32%	+$1.31M	1.48%	15
2025 Q2	$3.94M	Buy	19,230 +2,651	+16%	+$514K	1.29%	22
2025 Q1	$3.22M	Buy	16,579 +5,841	+54%	+$1.16M	1.15%	21
2024 Q4	$2.1M	Buy	10,738 +1,398	+15%	+$279K	1.11%	20
2024 Q3	$1.85M	Buy	9,340 +1,236	+15%	+$235K	0.98%	21
2024 Q2	$1.48M	Buy	8,104 +4,927	+155%	+$887K	0.9%	21
2024 Q1	$580K	Buy	3,177 +1,949	+159%	+$342K	0.38%	46
2023 Q4	$209K	Buy	+1,228	New	+$198K	0.18%	64

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

Plan Group Financial's VIG Position: Q2 2026 in Review

Plan Group Financial increased its Vanguard Dividend Appreciation ETF (VIG) stake by 14% in Q2 2026, buying an estimated $970K and bringing the position to 34,940 shares worth $8.27M. The position accounts for 1.7% of the portfolio, ranked #13.

Plan Group Financial first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. 2,594 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Plan Group Financial held 34,940 shares of Vanguard Dividend Appreciation ETF worth $8.27M as of Q2 2026.
Plan Group Financial bought 4,225 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $970K.
Vanguard Dividend Appreciation ETF made up 1.7% of Plan Group Financial's portfolio in Q2 2026, its #13 holding.
Plan Group Financial first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
2,594 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.