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Sterling Financial Planning’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Sterling Financial 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 		$593K Sell
2,505
-381
-13% -$87.5K 0.16% 69
2026
Q1 		$621K Hold
2,886
– – 0.18% 63
2025
Q4 		$634K Sell
2,886
-77
-3% -$16.8K 0.19% 63
2025
Q3 		$639K Sell
2,963
-153
-5% -$32.1K 0.2% 62
2025
Q2 		$638K Hold
3,116
– – 0.21% 62
2025
Q1 		$604K Buy
3,116
+54
+2% +$10.7K 0.22% 63
2024
Q4 		$600K Sell
3,062
-65
-2% -$13K 0.22% 60
2024
Q3 		$619K Sell
3,127
-118
-4% -$22.5K 0.23% 62
2024
Q2 		$592K Sell
3,245
-110
-3% -$19.8K 0.24% 59
2024
Q1 		$613K Sell
3,355
-82
-2% -$14.4K 0.25% 61
2023
Q4 		$586K Sell
3,437
-112
-3% -$18K 0.25% 60
2023
Q3 		$552K Sell
3,549
-39
-1% -$6.32K 0.28% 55
2023
Q2 		$583K Sell
3,588
-289
-7% -$45.3K 0.29% 55
2023
Q1 		$597K Sell
3,877
-380
-9% -$58.2K 0.32% 53
2022
Q4 		$646K Sell
4,257
-41
-1% -$6.11K 0.39% 48
2022
Q3 		$581K Sell
4,298
-60
-1% -$8.93K 0.41% 49
2022
Q2 		$625K Sell
4,358
-489
-10% -$74.4K 0.44% 43
2022
Q1 		$786K Sell
4,847
-64
-1% -$10.3K 0.49% 39
2021
Q4 		$844K Buy
4,911
+494
+11% +$81.4K 0.53% 35
2021
Q3 		$678K Buy
4,417
+2,791
+172% +$445K 0.43% 39
2021
Q2 		$252K Buy
1,626
+1,403
+629% +$215K 0.16% 71
2021
Q1 		$33K Buy
223
+1
+0.5% +$142 0.02% 189
2020
Q4 		$31K Buy
+222
New +$30.1K 0.03% 181

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

Sterling Financial Planning's VIG Position: Q2 2026 in Review

Sterling Financial Planning reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 13% in Q2 2026, selling an estimated $87.5K and leaving 2,505 shares worth $593K. The position accounts for 0.16% of the portfolio, ranked #69.

Sterling Financial Planning first reported a position in VIG in Q4 2020 and has held it in 23 quarters since. The position peaked at $844K in Q4 2021. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Sterling Financial Planning held 2,505 shares of Vanguard Dividend Appreciation ETF worth $593K as of Q2 2026.
  • Sterling Financial Planning sold 381 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $87.5K.
  • Vanguard Dividend Appreciation ETF made up 0.16% of Sterling Financial Planning's portfolio in Q2 2026, its #69 holding.
  • Sterling Financial Planning first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 23 quarters since.
  • Sterling Financial Planning's Vanguard Dividend Appreciation ETF position peaked at $844K in Q4 2021.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.