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

Total 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
2025 Q4	–	Sell	-2,647	Closed	-$571K	–	102
2025 Q3	$571K	Buy	2,647 +99	+4%	+$20.8K	0.07%	73
2025 Q2	$521K	Hold	2,548	–	–	0.07%	72
2025 Q1	$494K	Sell	2,548 -131	-5%	-$26K	0.08%	64
2024 Q4	$525K	Buy	2,679 +40	+2%	+$7.99K	0.08%	65
2024 Q3	$523K	Hold	2,639	–	–	0.08%	65
2024 Q2	$503K	Sell	2,639 -131	-5%	-$23.6K	0.08%	66
2024 Q1	$506K	Sell	2,770 -9	-0.3%	-$1.58K	0.09%	65
2023 Q4	$473K	Buy	2,779 +26	+0.9%	+$4.18K	0.09%	68
2023 Q3	$428K	Buy	2,753 +12	+0.4%	+$1.95K	0.09%	67
2023 Q2	$445K	Hold	2,741	–	–	0.09%	64
2023 Q1	$422K	Buy	2,741 +13	+0.5%	+$1.99K	0.09%	67
2022 Q4	$414K	Sell	2,728 -6	-0.2%	-$894	0.1%	65
2022 Q3	$370K	Sell	2,734 -196	-7%	-$29.2K	0.11%	65
2022 Q2	$420K	Buy	2,930 +13	+0.4%	+$1.98K	0.12%	64
2022 Q1	$473K	Buy	+2,917	New	+$471K	0.13%	59

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Total Wealth Planning's VIG Position: Q4 2025 in Review

Total Wealth Planning sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2025, closing a stake of 2,647 shares — an estimated $571K sold.

Total Wealth Planning first reported a position in VIG in Q1 2022 and held it in 15 quarters. The position peaked at $571K in Q3 2025. 2,536 funds tracked by Wall St. Rank hold VIG as of Q4 2025.

Total Wealth Planning reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2025 after selling out during the quarter.
Total Wealth Planning sold 2,647 Vanguard Dividend Appreciation ETF shares in Q4 2025, an estimated $571K.
Total Wealth Planning first reported a position in Vanguard Dividend Appreciation ETF in Q1 2022 and held it in 15 quarters.
Total Wealth Planning's Vanguard Dividend Appreciation ETF position peaked at $571K in Q3 2025.
2,536 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.