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

Valtinson Bruner 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	$287K	Buy	1,213 +1	+0.1%	+$230	0.07%	143
2026 Q1	$261K	Sell	1,212 -170	-12%	-$37.9K	0.07%	142
2025 Q4	$304K	Buy	1,382 +4	+0.3%	+$874	0.09%	119
2025 Q3	$297K	Buy	1,378 +91	+7%	+$19.1K	0.09%	120
2025 Q2	$263K	Buy	+1,287	New	+$249K	0.08%	124
2025 Q1	–	Sell	-1,030	Closed	-$202K	–	158
2024 Q4	$202K	Buy	1,030 +1	+0.1%	+$200	0.07%	144
2024 Q3	$204K	Buy	+1,029	New	+$196K	0.07%	135
2020 Q2	–	Sell	-2,575	Closed	-$286K	–	82
2020 Q1	$286K	Buy	2,575 +284	+12%	+$33.9K	0.23%	54
2019 Q4	$286K	Buy	2,291 +55	+2%	+$6.65K	0.21%	58
2019 Q3	$266K	Sell	2,236 -335	-13%	-$39.5K	0.22%	56
2019 Q2	$296K	Hold	2,571	–	–	0.25%	40
2019 Q1	$282K	Buy	2,571 +271	+12%	+$28.6K	0.25%	37
2018 Q4	$225K	Buy	+2,300	New	+$240K	0.24%	35

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

Valtinson Bruner Financial Planning's VIG Position: Q2 2026 in Review

Valtinson Bruner Financial Planning increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.08% in Q2 2026, buying an estimated $230 and bringing the position to 1,213 shares worth $287K. The position accounts for 0.07% of the portfolio, ranked #143.

Valtinson Bruner Financial Planning first reported a position in VIG in Q4 2018 and has held it in 13 quarters since. The position peaked at $304K in Q4 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Valtinson Bruner Financial Planning held 1,213 shares of Vanguard Dividend Appreciation ETF worth $287K as of Q2 2026.
Valtinson Bruner Financial Planning bought 1 Vanguard Dividend Appreciation ETF share in Q2 2026, an estimated $230.
Vanguard Dividend Appreciation ETF made up 0.07% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #143 holding.
Valtinson Bruner Financial Planning first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 13 quarters since.
Valtinson Bruner Financial Planning's Vanguard Dividend Appreciation ETF position peaked at $304K in Q4 2025.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.