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Waller Financial Planning Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Waller Financial Planning Group’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 		$6.99M Sell
29,556
-114
-0.4% -$26.2K 1.44% 17
2026
Q1 		$6.38M Buy
29,670
+1,013
+4% +$226K 1.41% 18
2025
Q4 		$6.3M Sell
28,657
-2,110
-7% -$461K 1.4% 18
2025
Q3 		$6.64M Sell
30,767
-164
-0.5% -$34.4K 1.52% 17
2025
Q2 		$6.33M Buy
30,931
+2,485
+9% +$482K 1.53% 17
2025
Q1 		$5.52M Sell
28,446
-1,425
-5% -$283K 1.55% 17
2024
Q4 		$5.85M Buy
29,871
+277
+0.9% +$55.3K 1.47% 16
2024
Q3 		$5.86M Buy
29,594
+1,158
+4% +$220K 1.45% 17
2024
Q2 		$5.19M Buy
28,436
+435
+2% +$78.3K 1.39% 17
2024
Q1 		$5.11M Buy
28,001
+3,807
+16% +$669K 1.36% 18
2023
Q4 		$4.12M Buy
24,194
+2,225
+10% +$358K 1.08% 26
2023
Q3 		$3.41M Sell
21,969
-149
-0.7% -$24.2K 0.99% 26
2023
Q2 		$3.59M Buy
22,118
+1,487
+7% +$233K 0.99% 26
2023
Q1 		$3.18M Sell
20,631
-714
-3% -$109K 0.9% 27
2022
Q4 		$3.24M Buy
21,345
+1,594
+8% +$238K 0.94% 25
2022
Q3 		$2.67M Buy
19,751
+2,446
+14% +$364K 0.82% 26
2022
Q2 		$2.48M Buy
+17,305
New +$2.63M 0.73% 27

Other funds holding VIG

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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Waller Financial Planning Group's VIG Position: Q2 2026 in Review

Waller Financial Planning Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.38% in Q2 2026, selling an estimated $26.2K and leaving 29,556 shares worth $6.99M. The position accounts for 1.44% of the portfolio, ranked #17.

Waller Financial Planning Group first reported a position in VIG in Q2 2022 and has held it in 17 quarters since. 1,858 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Waller Financial Planning Group held 29,556 shares of Vanguard Dividend Appreciation ETF worth $6.99M as of Q2 2026.
  • Waller Financial Planning Group sold 114 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $26.2K.
  • Vanguard Dividend Appreciation ETF made up 1.44% of Waller Financial Planning Group's portfolio in Q2 2026, its #17 holding.
  • Waller Financial Planning Group first reported a position in Vanguard Dividend Appreciation ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,858 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Waller Financial Planning Group's 13F filing for Q2 2026, filed 7 Jul 2026.