Vertex Planning Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Vertex Planning Partners’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	-2,395	Closed	-$517K	–	197
2025 Q3	$517K	Sell	2,395 -83	-3%	-$17.4K	0.1%	109
2025 Q2	$507K	Hold	2,478	–	–	0.11%	104
2025 Q1	$481K	Buy	2,478 +9	+0.4%	+$1.79K	0.1%	108
2024 Q4	$484K	Hold	2,469	–	–	0.11%	111
2024 Q3	$489K	Hold	2,469	–	–	0.12%	91
2024 Q2	$451K	Hold	2,469	–	–	0.12%	93
2024 Q1	$451K	Hold	2,469	–	–	0.12%	95
2023 Q4	$421K	Buy	2,469 +450	+22%	+$72.4K	0.12%	97
2023 Q3	$314K	Sell	2,019 -113	-5%	-$18.3K	0.11%	101
2023 Q2	$346K	Buy	2,132 +113	+6%	+$17.7K	0.12%	90
2023 Q1	$311K	Buy	2,019 +185	+10%	+$28.3K	0.12%	88
2022 Q4	$278K	Buy	+1,834	New	+$273K	0.11%	112

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Vertex Planning Partners's VIG Position: Q4 2025 in Review

Vertex Planning Partners sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2025, closing a stake of 2,395 shares — an estimated $517K sold.

Vertex Planning Partners first reported a position in VIG in Q4 2022 and held it in 12 quarters. The position peaked at $517K in Q3 2025. 2,516 funds tracked by Wall St. Rank hold VIG as of Q4 2025.

Vertex Planning Partners reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2025 after selling out during the quarter.
Vertex Planning Partners sold 2,395 Vanguard Dividend Appreciation ETF shares in Q4 2025, an estimated $517K.
Vertex Planning Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and held it in 12 quarters.
Vertex Planning Partners's Vanguard Dividend Appreciation ETF position peaked at $517K in Q3 2025.
2,516 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.