Planned Solutions’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Planned Solutions’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	$627K	Buy	2,648 +1	+0%	+$230	0.18%	62
2026 Q1	$569K	Buy	2,647 +8	+0.3%	+$1.78K	0.19%	61
2025 Q4	$580K	Buy	2,639 +1	+0%	+$218	0.19%	65
2025 Q3	$569K	Buy	2,638 +68	+3%	+$14.3K	0.2%	57
2025 Q2	$526K	Buy	2,570 +135	+6%	+$26.2K	0.2%	60
2025 Q1	$472K	Buy	2,435 +12	+0.5%	+$2.39K	0.19%	61
2024 Q4	$475K	Hold	2,423	–	–	0.19%	58
2024 Q3	$480K	Hold	2,423	–	–	0.19%	53
2024 Q2	$442K	Hold	2,423	–	–	0.21%	53
2024 Q1	$442K	Hold	2,423	–	–	0.22%	51
2023 Q4	$413K	Hold	2,423	–	–	0.19%	50
2023 Q3	$376K	Hold	2,423	–	–	0.23%	47
2023 Q2	$394K	Hold	2,423	–	–	0.23%	48
2023 Q1	$373K	Sell	2,423 -245	-9%	-$37.5K	0.24%	46
2022 Q4	$405K	Hold	2,668	–	–	0.3%	41
2022 Q3	$361K	Hold	2,668	–	–	0.3%	42
2022 Q2	$383K	Hold	2,668	–	–	0.36%	38
2022 Q1	$433K	Hold	2,668	–	–	0.3%	36
2021 Q4	$458K	Buy	+2,668	New	+$440K	0.31%	43
2021 Q2	$362K	Hold	2,341	–	–	0.25%	45
2021 Q1	$344K	Sell	2,341 -94	-4%	-$13.4K	0.27%	42
2020 Q4	$344K	Hold	2,435	–	–	0.28%	38
2020 Q3	$313K	Buy	+2,435	New	+$306K	0.31%	35

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

Planned Solutions's VIG Position: Q2 2026 in Review

Planned Solutions increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.04% in Q2 2026, buying an estimated $230 and bringing the position to 2,648 shares worth $627K. The position accounts for 0.18% of the portfolio, ranked #62.

Planned Solutions first reported a position in VIG in Q3 2020 and has held it in 23 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Planned Solutions held 2,648 shares of Vanguard Dividend Appreciation ETF worth $627K as of Q2 2026.
Planned Solutions bought 1 Vanguard Dividend Appreciation ETF share in Q2 2026, an estimated $230.
Vanguard Dividend Appreciation ETF made up 0.18% of Planned Solutions's portfolio in Q2 2026, its #62 holding.
Planned Solutions first reported a position in Vanguard Dividend Appreciation ETF in Q3 2020 and has held it in 23 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.