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Planning Center Inc’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Planning Center Inc’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 		$1.93M Sell
8,163
-245
-3% -$56.3K 0.18% 25
2026
Q1 		$1.81M Sell
8,408
-1,447
-15% -$323K 0.18% 24
2025
Q4 		$2.17M Buy
9,855
+220
+2% +$48.1K 0.22% 24
2025
Q3 		$2.08M Buy
9,635
+22
+0.2% +$4.62K 0.22% 24
2025
Q2 		$1.97M Sell
9,613
-251
-3% -$48.6K 0.22% 24
2025
Q1 		$1.91M Buy
9,864
+25
+0.3% +$4.97K 0.23% 24
2024
Q4 		$1.93M Sell
9,839
-750
-7% -$150K 0.24% 23
2024
Q3 		$2.1M Sell
10,589
-68
-0.6% -$12.9K 0.26% 22
2024
Q2 		$1.95M Sell
10,657
-273
-2% -$49.1K 0.25% 23
2024
Q1 		$2M Sell
10,930
-181
-2% -$31.8K 0.43% 19
2023
Q4 		$1.89M Buy
11,111
+56
+0.5% +$9.01K 0.44% 20
2023
Q3 		$1.72M Sell
11,055
-199
-2% -$32.3K 0.45% 19
2023
Q2 		$1.83M Sell
11,254
-161
-1% -$25.2K 0.46% 19
2023
Q1 		$1.78M Buy
11,415
+26
+0.2% +$3.98K 0.49% 17
2022
Q4 		$1.73M Buy
11,389
+30
+0.3% +$4.47K 0.53% 17
2022
Q3 		$1.54M Sell
11,359
-303
-3% -$45.1K 1.22% 10
2022
Q2 		$1.69M Buy
11,662
+27
+0.2% +$4.11K 1.33% 10
2022
Q1 		$1.89M Buy
11,635
+23
+0.2% +$3.71K 5.42% 4
2021
Q4 		$1.92M Buy
+11,612
New +$1.91M 1.53% 9

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Planning Center Inc's VIG Position: Q2 2026 in Review

Planning Center Inc reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.9% in Q2 2026, selling an estimated $56.3K and leaving 8,163 shares worth $1.93M. The position accounts for 0.18% of the portfolio, ranked #25.

Planning Center Inc first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.17M in Q4 2025. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Planning Center Inc held 8,163 shares of Vanguard Dividend Appreciation ETF worth $1.93M as of Q2 2026.
  • Planning Center Inc sold 245 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $56.3K.
  • Vanguard Dividend Appreciation ETF made up 0.18% of Planning Center Inc's portfolio in Q2 2026, its #25 holding.
  • Planning Center Inc first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
  • Planning Center Inc's Vanguard Dividend Appreciation ETF position peaked at $2.17M in Q4 2025.
  • 1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.