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 Q3	$10M	Buy	41,222 +6,282	+18%	+$1.51M	1.97%	12
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

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Plan Group Financial's VIG Position: Q3 2026 in Review

Plan Group Financial increased its Vanguard Dividend Appreciation ETF (VIG) stake by 18% in Q3 2026, buying an estimated $1.51M and bringing the position to 41,222 shares worth $10M. The position accounts for 1.97% of the portfolio, ranked #12.

Plan Group Financial first reported a position in VIG in Q4 2023 and has held it in 12 quarters since. 1,016 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Plan Group Financial held 41,222 shares of Vanguard Dividend Appreciation ETF worth $10M as of Q3 2026.
Plan Group Financial bought 6,282 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $1.51M.
Vanguard Dividend Appreciation ETF made up 1.97% of Plan Group Financial's portfolio in Q3 2026, its #12 holding.
Plan Group Financial first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 12 quarters since.
1,016 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.