XY Planning Network’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

XY Planning Network’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	$508K	Buy	2,145 +394	+23%	+$90.5K	0.06%	208
2026 Q1	$378K	Buy	1,751 +360	+26%	+$80.3K	0.06%	209
2025 Q4	$306K	Buy	1,391 +4	+0.3%	+$874	0.05%	218
2025 Q3	$284K	Hold	1,387	–	–	0.1%	148
2025 Q2	$284K	Buy	1,387 +249	+22%	+$48.3K	0.1%	148
2025 Q1	$221K	Sell	1,138 -3,540	-76%	-$704K	0.15%	98
2024 Q4	$916K	Buy	+4,678	New	+$934K	0.69%	43

Other funds holding VIG

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

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

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

XY Planning Network's VIG Position: Q2 2026 in Review

XY Planning Network increased its Vanguard Dividend Appreciation ETF (VIG) stake by 23% in Q2 2026, buying an estimated $90.5K and bringing the position to 2,145 shares worth $508K. The position accounts for 0.06% of the portfolio, ranked #208.

XY Planning Network first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $916K in Q4 2024. 984 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

XY Planning Network held 2,145 shares of Vanguard Dividend Appreciation ETF worth $508K as of Q2 2026.
XY Planning Network bought 394 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $90.5K.
Vanguard Dividend Appreciation ETF made up 0.06% of XY Planning Network's portfolio in Q2 2026, its #208 holding.
XY Planning Network first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
XY Planning Network's Vanguard Dividend Appreciation ETF position peaked at $916K in Q4 2024.
984 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.