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WealthPlan Investment Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

WealthPlan Investment 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
Q2 		$3.71M Buy
15,696
+11,959
+320% +$2.75M 0.18% 111
2026
Q1 		$804K Sell
3,737
-912
-20% -$203K 0.04% 237
2025
Q4 		$1.02M Sell
4,649
-94
-2% -$20.5K 0.07% 201
2025
Q3 		$1.02M Sell
4,743
-387
-8% -$81.3K 0.07% 178
2025
Q2 		$1.05M Sell
5,130
-2,170
-30% -$421K 0.08% 176
2025
Q1 		$1.42M Sell
7,300
-12,154
-62% -$2.42M 0.14% 119
2024
Q4 		$3.81M Buy
19,454
+15,189
+356% +$3.03M 0.38% 78
2024
Q3 		$845K Buy
+4,265
New +$812K 0.09% 135
2023
Q2 		– Sell
-72
Closed -$11.1K – 458
2023
Q1 		$11.1K Buy
+72
New +$11K ﹤0.01% 324

Other funds holding VIG

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

WealthPlan Investment Management's VIG Position: Q2 2026 in Review

WealthPlan Investment Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 320% in Q2 2026, buying an estimated $2.75M and bringing the position to 15,696 shares worth $3.71M. The position accounts for 0.18% of the portfolio, ranked #111.

WealthPlan Investment Management first reported a position in VIG in Q1 2023 and has held it in 9 quarters since. The position peaked at $3.81M in Q4 2024. 1,096 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • WealthPlan Investment Management held 15,696 shares of Vanguard Dividend Appreciation ETF worth $3.71M as of Q2 2026.
  • WealthPlan Investment Management bought 11,959 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $2.75M.
  • Vanguard Dividend Appreciation ETF made up 0.18% of WealthPlan Investment Management's portfolio in Q2 2026, its #111 holding.
  • WealthPlan Investment Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and has held it in 9 quarters since.
  • WealthPlan Investment Management's Vanguard Dividend Appreciation ETF position peaked at $3.81M in Q4 2024.
  • 1,096 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.