Christensen King & Associates Investment Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Christensen King & Associates Investment Services’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	$1.65M	Hold	6,991	–	–	0.66%	28
2026 Q1	$1.5M	Buy	6,991 +537	+8%	+$120K	0.65%	30
2025 Q4	$1.42M	Buy	6,454 +230	+4%	+$50.3K	0.61%	31
2025 Q3	$1.34M	Buy	6,224 +723	+13%	+$152K	0.58%	31
2025 Q2	$1.13M	Buy	5,501 +74	+1%	+$14.3K	0.52%	31
2025 Q1	$1.06M	Buy	5,427 +129	+2%	+$25.7K	0.5%	31
2024 Q4	$1.06M	Buy	5,298 +532	+11%	+$106K	0.49%	32
2024 Q3	$944K	Buy	4,766 +105	+2%	+$20K	0.44%	39
2024 Q2	$851K	Buy	4,661 +575	+14%	+$103K	0.42%	37
2024 Q1	$746K	Buy	4,086 +364	+10%	+$63.9K	0.37%	40
2023 Q4	$634K	Buy	+3,722	New	+$599K	0.34%	44

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

Christensen King & Associates Investment Services's VIG Position: Q2 2026 in Review

Christensen King & Associates Investment Services held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 6,991 shares worth $1.65M. The position accounts for 0.66% of the portfolio, ranked #28.

Christensen King & Associates Investment Services first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. 2,585 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Christensen King & Associates Investment Services held 6,991 shares of Vanguard Dividend Appreciation ETF worth $1.65M as of Q2 2026.
Christensen King & Associates Investment Services left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.66% of Christensen King & Associates Investment Services's portfolio in Q2 2026, its #28 holding.
Christensen King & Associates Investment Services first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
2,585 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Christensen King & Associates Investment Services's 13F filing for Q2 2026, filed 14 Jul 2026.