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Tempus Wealth Planning’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Tempus Wealth 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 		$5.5M Buy
23,255
+50
+0.2% +$11.5K 1.08% 18
2026
Q1 		$4.99M Sell
23,205
-698
-3% -$156K 1.15% 19
2025
Q4 		$5.25M Sell
23,903
-717
-3% -$157K 1.2% 18
2025
Q3 		$5.31M Buy
24,620
+102
+0.4% +$21.4K 1.22% 18
2025
Q2 		$5.02M Buy
24,518
+657
+3% +$127K 1.25% 17
2025
Q1 		$4.63M Sell
23,861
-1,122
-4% -$223K 1.38% 14
2024
Q4 		$4.89M Sell
24,983
-941
-4% -$188K 1.49% 14
2024
Q3 		$5.13M Sell
25,924
-257
-1% -$48.9K 1.88% 11
2024
Q2 		$4.78M Sell
26,181
-297
-1% -$53.5K 2% 11
2024
Q1 		$4.84M Sell
26,478
-210
-0.8% -$36.9K 2.13% 11
2023
Q4 		$4.55M Sell
26,688
-378
-1% -$60.8K 2% 11
2023
Q3 		$4.21M Buy
27,066
+86
+0.3% +$13.9K 2.11% 7
2023
Q2 		$4.38M Buy
26,980
+747
+3% +$117K 1.98% 7
2023
Q1 		$4.04M Buy
26,233
+1,409
+6% +$216K 1.97% 8
2022
Q4 		$3.77M Buy
24,824
+10,118
+69% +$1.51M 2.29% 8
2022
Q3 		$1.99M Buy
14,706
+12,798
+671% +$1.9M 1.33% 13
2022
Q2 		$274K Buy
1,908
+112
+6% +$17K 0.23% 104
2022
Q1 		$291K Sell
1,796
-360
-17% -$58.1K 0.21% 110
2021
Q4 		$370K Buy
2,156
+181
+9% +$29.8K 0.2% 112
2021
Q3 		$303K Buy
1,975
+229
+13% +$36.5K 0.17% 124
2021
Q2 		$270K Buy
1,746
+243
+16% +$37.3K 0.18% 126
2021
Q1 		$221K Buy
+1,503
New +$214K 0.23% 93
2020
Q1 		– Sell
-1,871
Closed -$233K – 75
2019
Q4 		$233K Buy
+1,871
New +$226K 0.21% 70

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

Tempus Wealth Planning's VIG Position: Q2 2026 in Review

Tempus Wealth Planning increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.22% in Q2 2026, buying an estimated $11.5K and bringing the position to 23,255 shares worth $5.5M. The position accounts for 1.08% of the portfolio, ranked #18.

Tempus Wealth Planning first reported a position in VIG in Q4 2019 and has held it in 23 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Tempus Wealth Planning held 23,255 shares of Vanguard Dividend Appreciation ETF worth $5.5M as of Q2 2026.
  • Tempus Wealth Planning bought 50 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $11.5K.
  • Vanguard Dividend Appreciation ETF made up 1.08% of Tempus Wealth Planning's portfolio in Q2 2026, its #18 holding.
  • Tempus Wealth Planning first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 23 quarters since.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.