PMFA
VIG icon

Plante Moran Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Plante Moran Financial Advisors’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 		$792K Sell
3,349
-540
-14% -$124K 0.04% 64
2026
Q1 		$836K Buy
3,889
+349
+10% +$77.8K 0.05% 57
2025
Q4 		$778K Sell
3,540
-24
-0.7% -$5.24K 0.05% 66
2025
Q3 		$769K Sell
3,564
-58
-2% -$12.2K 0.05% 58
2025
Q2 		$741K Buy
3,622
+553
+18% +$107K 0.05% 61
2025
Q1 		$595K Sell
3,069
-573
-16% -$114K 0.05% 70
2024
Q4 		$713K Buy
3,642
+468
+15% +$93.4K 0.06% 68
2024
Q3 		$629K Hold
3,174
– – 0.05% 71
2024
Q2 		$579K Sell
3,174
-93
-3% -$16.7K 0.06% 73
2024
Q1 		$597K Sell
3,267
-285
-8% -$50.1K 0.06% 73
2023
Q4 		$605K Buy
3,552
+47
+1% +$7.56K 0.06% 73
2023
Q3 		$545K Sell
3,505
-291
-8% -$47.2K 0.07% 70
2023
Q2 		$617K Buy
3,796
+139
+4% +$21.8K 0.07% 69
2023
Q1 		$563K Sell
3,657
-210
-5% -$32.2K 0.08% 75
2022
Q4 		$587K Sell
3,867
-2,268
-37% -$338K 0.09% 71
2022
Q3 		$829K Buy
6,135
+1,724
+39% +$257K 0.14% 50
2022
Q2 		$633K Sell
4,411
-30
-0.7% -$4.57K 0.11% 64
2022
Q1 		$720K Sell
4,441
-637
-13% -$103K 0.13% 63
2021
Q4 		$872K Sell
5,078
-8,879
-64% -$1.46M 0.14% 60
2021
Q3 		$2.14M Buy
13,957
+147
+1% +$23.4K 0.48% 22
2021
Q2 		$2.14M Buy
13,810
+1,602
+13% +$246K 0.52% 22
2021
Q1 		$1.8M Buy
12,208
+603
+5% +$85.8K 0.49% 24
2020
Q4 		$1.64M Buy
11,605
+1,809
+18% +$245K 0.51% 24
2020
Q3 		$1.26M Buy
9,796
+6
+0.1% +$755 0.44% 32
2020
Q2 		$1.15M Hold
9,790
– – 0.46% 31
2020
Q1 		$1.01M Buy
9,790
+921
+10% +$110K 0.46% 32
2019
Q4 		$1.11M Sell
8,869
-1,525
-15% -$184K 0.39% 40
2019
Q3 		$1.24M Hold
10,394
– – 0.36% 44
2019
Q2 		$1.2M Sell
10,394
-209
-2% -$23.4K 0.37% 38
2019
Q1 		$1.16M Hold
10,603
– – 0.36% 40
2018
Q4 		$1.04M Buy
10,603
+500
+5% +$52.1K 0.36% 43
2018
Q3 		$1.12M Hold
10,103
– – 0.36% 38
2018
Q2 		$1.03M Buy
10,103
+282
+3% +$28.7K 0.52% 38
2018
Q1 		$992K Hold
9,821
– – 0.54% 37
2017
Q4 		$1M Hold
9,821
– – 0.56% 35
2017
Q3 		$931K Sell
9,821
-50
-0.5% -$4.67K 0.55% 40
2017
Q2 		$915K Buy
9,871
+1,270
+15% +$117K 0.57% 38
2017
Q1 		$774K Buy
8,601
+1,972
+30% +$175K 0.47% 45
2016
Q4 		$565K Buy
6,629
+726
+12% +$61K 0.35% 61
2016
Q3 		$495K Buy
5,903
+607
+11% +$51.5K 0.33% 63
2016
Q2 		$441K Buy
5,296
+1,877
+55% +$153K 0.32% 67
2016
Q1 		$278K Buy
3,419
+809
+31% +$62K 0.21% 86
2015
Q4 		$203K Hold
2,610
– – 0.15% 108
2015
Q3 		$192K Hold
2,610
– – 0.15% 109
2015
Q2 		$205K Buy
2,610
+2,100
+412% +$170K 0.15% 111
2015
Q1 		$41K Buy
+510
New +$41.4K 0.03% 311
2014
Q1 		– Sell
-517
Closed -$39K – 705
2013
Q4 		$39K Buy
+517
New +$37.6K 0.02% 269

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

Plante Moran Financial Advisors's VIG Position: Q2 2026 in Review

Plante Moran Financial Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 14% in Q2 2026, selling an estimated $124K and leaving 3,349 shares worth $792K. The position accounts for 0.04% of the portfolio, ranked #64.

Plante Moran Financial Advisors first reported a position in VIG in Q4 2013 and has held it in 47 quarters since. The position peaked at $2.14M in Q3 2021. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Plante Moran Financial Advisors held 3,349 shares of Vanguard Dividend Appreciation ETF worth $792K as of Q2 2026.
  • Plante Moran Financial Advisors sold 540 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $124K.
  • Vanguard Dividend Appreciation ETF made up 0.04% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #64 holding.
  • Plante Moran Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2013 and has held it in 47 quarters since.
  • Plante Moran Financial Advisors's Vanguard Dividend Appreciation ETF position peaked at $2.14M in Q3 2021.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.