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Total Wealth Planning & Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Total Wealth Planning & Management’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 		– Sell
-944
Closed -$207K – 238
2025
Q4 		$207K Buy
+944
New +$206K 0.15% 189

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 $15.5B AUM 18.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Total Wealth Planning & Management's VIG Position: Q1 2026 in Review

Total Wealth Planning & Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2026, closing a stake of 944 shares — an estimated $207K sold.

Total Wealth Planning & Management first reported a position in VIG in Q4 2025 and held it in 1 quarter. The position peaked at $207K in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Total Wealth Planning & Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2026 after selling out during the quarter.
  • Total Wealth Planning & Management sold 944 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $207K.
  • Total Wealth Planning & Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and held it in 1 quarter.
  • Total Wealth Planning & Management's Vanguard Dividend Appreciation ETF position peaked at $207K in Q4 2025.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.