Planning Strategies Inc.’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Planning Strategies Inc.’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	$8.52K	Buy	+36	New	+$8.27K	0.01%	351

Other funds holding VIG

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Planning Strategies Inc.'s VIG Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 36 shares worth $8.52K. The stake represents 0.01% of the portfolio and ranks #351 among its holdings.

1,262 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Planning Strategies Inc. held 36 shares of Vanguard Dividend Appreciation ETF worth $8.52K as of Q2 2026.
Vanguard Dividend Appreciation ETF was a new Planning Strategies Inc. position in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #351 holding.
1,262 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.