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Plancorp LLC’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Plancorp LLC’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 		– Sell
-1,518
Closed -$336K – 444
2026
Q1 		$336K Hold
1,518
– – 0.01% 270
2025
Q4 		$334K Sell
1,518
-745
-33% -$163K 0.01% 268
2025
Q3 		$488K Sell
2,263
-150
-6% -$31.5K 0.02% 226
2025
Q2 		$494K Buy
2,413
+687
+40% +$133K 0.02% 224
2025
Q1 		$335K Sell
1,726
-1,157
-40% -$230K 0.01% 266
2024
Q4 		$565K Buy
2,883
+1,157
+67% +$231K 0.02% 181
2024
Q3 		$342K Sell
1,726
-1,150
-40% -$219K 0.01% 230
2024
Q2 		$525K Sell
2,876
-110
-4% -$19.8K 0.02% 175
2024
Q1 		$545K Buy
2,986
+870
+41% +$153K 0.02% 168
2023
Q4 		$361K Buy
2,116
+130
+7% +$20.9K 0.02% 195
2023
Q3 		$309K Hold
1,986
– – 0.02% 198
2023
Q2 		$323K Buy
1,986
+463
+30% +$72.5K 0.02% 189
2023
Q1 		$235K Hold
1,523
– – 0.01% 228
2022
Q4 		$231K Buy
+1,523
New +$227K 0.01% 218
2022
Q3 		– Sell
-1,689
Closed -$242K – 248
2022
Q2 		$242K Buy
1,689
+110
+7% +$16.7K 0.02% 210
2022
Q1 		$256K Sell
1,579
-215
-12% -$34.7K 0.02% 216
2021
Q4 		$308K Sell
1,794
-169
-9% -$27.9K 0.02% 198
2021
Q3 		$301K Sell
1,963
-19
-1% -$3.03K 0.02% 183
2021
Q2 		$307K Buy
1,982
+1
+0.1% +$153 0.02% 171
2021
Q1 		$291K Buy
1,981
+1
+0.1% +$142 0.06% 164
2020
Q4 		$280K Buy
+1,980
New +$268K 0.07% 164
2020
Q3 		– Sell
-1,729
Closed -$203K – 198
2020
Q2 		$203K Buy
+1,729
New +$197K 0.06% 171

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Plancorp LLC's VIG Position: Q2 2026 in Review

Plancorp LLC sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2026, closing a stake of 1,518 shares — an estimated $336K sold.

Plancorp LLC first reported a position in VIG in Q2 2020 and held it in 22 quarters. The position peaked at $565K in Q4 2024. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Plancorp LLC reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2026 after selling out during the quarter.
  • Plancorp LLC sold 1,518 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $336K.
  • Plancorp LLC first reported a position in Vanguard Dividend Appreciation ETF in Q2 2020 and held it in 22 quarters.
  • Plancorp LLC's Vanguard Dividend Appreciation ETF position peaked at $565K in Q4 2024.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.