WealthPLAN Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

WealthPLAN 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
2026 Q2	$205K	Buy	+865	New	+$199K	0.04%	213
2026 Q1	–	Sell	-943	Closed	-$207K	–	281
2025 Q4	$207K	Buy	+943	New	+$206K	0.03%	264
2024 Q3	–	Sell	-3,676	Closed	-$671K	–	307
2024 Q2	$671K	Buy	+3,676	New	+$662K	0.07%	176
2023 Q3	–	Sell	-278	Closed	-$45.2K	–	1145
2023 Q2	$45.2K	Buy	278 +103	+59%	+$16.1K	0.01%	528
2023 Q1	$27K	Buy	+175	New	+$26.8K	﹤0.01%	668
2017 Q2	–	Sell	-329	Closed	-$29.4K	–	416
2017 Q1	$29.4K	Buy	+329	New	+$29.2K	0.1%	149
2016 Q3	$27.3K	Hold	329	–	–	0.01%	425
2016 Q2	$27.4K	Buy	+329	New	+$26.9K	﹤0.01%	1218

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

WealthPLAN Partners's VIG Position: Q2 2026 in Review

WealthPLAN Partners opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 865 shares worth $205K. The stake represents 0.04% of the portfolio and ranks #213 among its holdings. This is a return to the name: WealthPLAN Partners previously reported a position in VIG as recently as Q4 2025.

WealthPLAN Partners first reported a position in VIG in Q2 2016 and has held it in 8 quarters since. The position peaked at $671K in Q2 2024. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

WealthPLAN Partners held 865 shares of Vanguard Dividend Appreciation ETF worth $205K as of Q2 2026.
Vanguard Dividend Appreciation ETF was a new WealthPLAN Partners position in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.04% of WealthPLAN Partners's portfolio in Q2 2026, its #213 holding.
WealthPLAN Partners first reported a position in Vanguard Dividend Appreciation ETF in Q2 2016 and has held it in 8 quarters since.
WealthPLAN Partners's Vanguard Dividend Appreciation ETF position peaked at $671K in Q2 2024.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.