RPGK
VIG icon

Retirement Planning Group (Kansas)’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Retirement Planning Group (Kansas)’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 		$21M Sell
97,861
-12,274
-11% -$2.74M 0.65% 22
2025
Q4 		$24.2M Sell
110,135
-9,348
-8% -$2.04M 0.8% 22
2025
Q3 		$25.8M Sell
119,483
-42,051
-26% -$8.83M 0.9% 22
2025
Q2 		$33.1M Sell
161,534
-20,662
-11% -$4M 1.41% 16
2025
Q1 		$35.3M Sell
182,196
-565,540
-76% -$112M 1.66% 16
2024
Q4 		$146M Buy
747,736
+58,645
+9% +$11.7M 7.37% 3
2024
Q3 		$136M Buy
689,091
+6,583
+1% +$1.25M 7.44% 1
2024
Q2 		$125M Buy
682,508
+15,807
+2% +$2.85M 7.92% 2
2024
Q1 		$122M Sell
666,701
-4,747
-0.7% -$834K 9.33% 3
2023
Q4 		$114M Buy
671,448
+5,671
+0.9% +$912K 10.24% 3
2023
Q3 		$103M Buy
665,777
+2,663
+0.4% +$432K 10.98% 3
2023
Q2 		$108M Buy
663,114
+10,964
+2% +$1.72M 10.75% 4
2023
Q1 		$100M Buy
652,150
+16,492
+3% +$2.53M 10.7% 3
2022
Q4 		$96.5M Sell
635,658
-32,085
-5% -$4.78M 11.03% 3
2022
Q3 		$90.3M Sell
667,743
-5,833
-0.9% -$868K 11.35% 3
2022
Q2 		$96.6M Buy
673,576
+28,891
+4% +$4.4M 11.92% 2
2022
Q1 		$105M Buy
644,685
+290,099
+82% +$46.8M 11.42% 2
2021
Q4 		$60.9M Buy
354,586
+7,303
+2% +$1.2M 5.89% 6
2021
Q3 		$53.3M Buy
347,283
+3,435
+1% +$547K 6.06% 6
2021
Q2 		$53.2M Buy
343,848
+38,330
+13% +$5.88M 6.11% 6
2021
Q1 		$44.9M Buy
305,518
+11,465
+4% +$1.63M 6.19% 6
2020
Q4 		$41.5M Sell
294,053
-2,574
-0.9% -$349K 6.01% 6
2020
Q3 		$38.2M Sell
296,627
-40,085
-12% -$5.04M 6.23% 6
2020
Q2 		$39.5M Sell
336,712
-69,212
-17% -$7.88M 7.25% 5
2020
Q1 		$42M Buy
405,924
+62,118
+18% +$7.41M 10.02% 5
2019
Q4 		$42.9M Buy
343,806
+4,893
+1% +$592K 8.53% 5
2019
Q3 		$40.5M Buy
338,913
+1,822
+0.5% +$215K 8.58% 5
2019
Q2 		$38.8M Buy
337,091
+10,611
+3% +$1.19M 8.8% 5
2019
Q1 		$35.8M Sell
326,480
-968
-0.3% -$102K 8.64% 5
2018
Q4 		$32.1M Sell
327,448
-57,397
-15% -$5.99M 8.57% 5
2018
Q3 		$42.6M Buy
384,845
+2,618
+0.7% +$281K 10.97% 3
2018
Q2 		$38.8M Buy
382,227
+9,274
+2% +$945K 10.46% 4
2018
Q1 		$37.7M Buy
372,953
+6,427
+2% +$666K 10.23% 4
2017
Q4 		$37.4M Buy
366,526
+5,217
+1% +$514K 10.21% 4
2017
Q3 		$34.2M Buy
361,309
+14,369
+4% +$1.34M 9.77% 4
2017
Q2 		$32.2M Sell
346,940
-1,425
-0.4% -$131K 9.66% 4
2017
Q1 		$31.3M Buy
348,365
+3,279
+1% +$291K 9.53% 2
2016
Q4 		$29.4M Sell
345,086
-5,788
-2% -$487K 9.4% 3
2016
Q3 		$29.4M Buy
350,874
+3,412
+1% +$289K 9.52% 3
2016
Q2 		$28.9M Buy
347,462
+5,914
+2% +$483K 9.81% 3
2016
Q1 		$27.8M Buy
341,548
+16,976
+5% +$1.3M 9.83% 3
2015
Q4 		$25.2M Buy
324,572
+142,759
+79% +$11.1M 9.33% 3
2015
Q3 		$13.4M Buy
181,813
+4,415
+2% +$342K 5.88% 4
2015
Q2 		$13.9M Buy
177,398
+6,975
+4% +$565K 5.7% 4
2015
Q1 		$13.7M Sell
170,423
-2,611
-2% -$212K 5.46% 4
2014
Q4 		$14M Sell
173,034
-1,287
-0.7% -$102K 4.33% 6
2014
Q3 		$13.4M Buy
174,321
+785
+0.5% +$60.9K 4.18% 8
2014
Q2 		$13.5M Buy
173,536
+2,795
+2% +$214K 4.1% 8
2014
Q1 		$12.8M Buy
170,741
+11,601
+7% +$856K 4.15% 7
2013
Q4 		$12M Sell
159,140
-12,364
-7% -$900K 4.26% 7
2013
Q3 		$11.9M Buy
171,504
+124,864
+268% +$8.64M 4.33% 6
2013
Q2 		$3.09M Buy
+46,640
New +$3.13M 1.27% 20

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $570B AUM 27.57% 1-Year Est. Return

Retirement Planning Group (Kansas)'s VIG Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 11% in Q1 2026, selling an estimated $2.74M and leaving 97,861 shares worth $21M. The position accounts for 0.65% of the portfolio, ranked #22.

Retirement Planning Group (Kansas) first reported a position in VIG in Q2 2013 and has held it in 52 quarters since. The position peaked at $146M in Q4 2024. 2,514 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Retirement Planning Group (Kansas) held 97,861 shares of Vanguard Dividend Appreciation ETF worth $21M as of Q1 2026.
  • Retirement Planning Group (Kansas) sold 12,274 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $2.74M.
  • Vanguard Dividend Appreciation ETF made up 0.65% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #22 holding.
  • Retirement Planning Group (Kansas) first reported a position in Vanguard Dividend Appreciation ETF in Q2 2013 and has held it in 52 quarters since.
  • Retirement Planning Group (Kansas)'s Vanguard Dividend Appreciation ETF position peaked at $146M in Q4 2024.
  • 2,514 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.