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

Wrenne 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 Q1	$322K	Hold	1,499	–	–	0.13%	34
2025 Q4	$329K	Buy	1,499 +94	+7%	+$20.5K	0.13%	33
2025 Q3	$303K	Hold	1,405	–	–	0.13%	35
2025 Q2	$288K	Hold	1,405	–	–	0.13%	37
2025 Q1	$273K	Hold	1,405	–	–	0.14%	36
2024 Q4	$275K	Hold	1,405	–	–	0.16%	34
2024 Q3	$278K	Hold	1,405	–	–	0.17%	34
2024 Q2	$256K	Buy	+1,405	New	+$253K	0.18%	33

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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

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

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

HWM

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

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

Wrenne Financial Planning's VIG Position: Q1 2026 in Review

Wrenne Financial Planning held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2026 at 1,499 shares worth $322K. The position accounts for 0.13% of the portfolio, ranked #34.

Wrenne Financial Planning first reported a position in VIG in Q2 2024 and has held it in 8 quarters since. The position peaked at $329K in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Wrenne Financial Planning held 1,499 shares of Vanguard Dividend Appreciation ETF worth $322K as of Q1 2026.
Wrenne Financial Planning left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2026.
Vanguard Dividend Appreciation ETF made up 0.13% of Wrenne Financial Planning's portfolio in Q1 2026, its #34 holding.
Wrenne Financial Planning first reported a position in Vanguard Dividend Appreciation ETF in Q2 2024 and has held it in 8 quarters since.
Wrenne Financial Planning's Vanguard Dividend Appreciation ETF position peaked at $329K in Q4 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Wrenne Financial Planning's 13F filing for Q1 2026, filed 15 May 2026.