XY Planning Network
VIG icon

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
Q3 		$442K Sell
1,894
-251
-12% -$60.3K 0.05% 266
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

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

XY Planning Network's VIG Position: Q3 2026 in Review

XY Planning Network reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 12% in Q3 2026, selling an estimated $60.3K and leaving 1,894 shares worth $442K. The position accounts for 0.05% of the portfolio, ranked #266.

XY Planning Network first reported a position in VIG in Q4 2024 and has held it in 8 quarters since. The position peaked at $916K in Q4 2024. 1,282 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • XY Planning Network held 1,894 shares of Vanguard Dividend Appreciation ETF worth $442K as of Q3 2026.
  • XY Planning Network sold 251 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $60.3K.
  • Vanguard Dividend Appreciation ETF made up 0.05% of XY Planning Network's portfolio in Q3 2026, its #266 holding.
  • XY Planning Network first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 8 quarters since.
  • XY Planning Network's Vanguard Dividend Appreciation ETF position peaked at $916K in Q4 2024.
  • 1,282 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.