Sequent Planning’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Sequent Planning’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	$883K	Sell	3,731 -271	-7%	-$62.2K	0.19%	105
2026 Q1	$861K	Sell	4,002 -5	-0.1%	-$1.11K	0.21%	93
2025 Q4	$881K	Buy	4,007 +33	+0.8%	+$7.21K	0.22%	93
2025 Q3	$858K	Sell	3,974 -1	-0%	-$210	0.24%	85
2025 Q2	$814K	Buy	3,975 +28	+0.7%	+$5.43K	0.26%	63
2025 Q1	$766K	Sell	3,947 -30	-0.8%	-$5.96K	0.28%	64
2024 Q4	$779K	Sell	3,977 -97	-2%	-$19.4K	0.29%	66
2024 Q3	$807K	Buy	4,074 +296	+8%	+$56.4K	0.28%	64
2024 Q2	$688K	Sell	3,778 -371	-9%	-$66.8K	0.24%	72
2024 Q1	$758K	Buy	+4,149	New	+$729K	0.27%	68

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

Sequent Planning's VIG Position: Q2 2026 in Review

Sequent Planning reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 6.8% in Q2 2026, selling an estimated $62.2K and leaving 3,731 shares worth $883K. The position accounts for 0.19% of the portfolio, ranked #105.

Sequent Planning first reported a position in VIG in Q1 2024 and has held it in 10 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Sequent Planning held 3,731 shares of Vanguard Dividend Appreciation ETF worth $883K as of Q2 2026.
Sequent Planning sold 271 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $62.2K.
Vanguard Dividend Appreciation ETF made up 0.19% of Sequent Planning's portfolio in Q2 2026, its #105 holding.
Sequent Planning first reported a position in Vanguard Dividend Appreciation ETF in Q1 2024 and has held it in 10 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.