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 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 $1.37T 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

Plan Group Financial's VIG Position: Q1 2026 in Review

Plan Group Financial increased its Vanguard Dividend Appreciation ETF (VIG) stake by 11% in Q1 2026, buying an estimated $686K and bringing the position to 30,715 shares worth $6.61M. The position accounts for 1.55% of the portfolio, ranked #14.

Plan Group Financial first reported a position in VIG in Q4 2023 and has held it in 10 quarters since. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Plan Group Financial held 30,715 shares of Vanguard Dividend Appreciation ETF worth $6.61M as of Q1 2026.
Plan Group Financial bought 3,075 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $686K.
Vanguard Dividend Appreciation ETF made up 1.55% of Plan Group Financial's portfolio in Q1 2026, its #14 holding.
Plan Group Financial first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 10 quarters since.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.