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Kaizen Financial Strategies’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Kaizen Financial Strategies’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 		$3.27M Sell
14,014
-1,795
-11% -$431K 1.29% 22
2026
Q2 		$3.74M Buy
15,809
+1,763
+13% +$405K 1.21% 21
2026
Q1 		$3.16M Sell
14,046
-3,249
-19% -$724K 1.34% 15
2025
Q4 		$3.8M Buy
17,295
+1,082
+7% +$236K 1.68% 13
2025
Q3 		$3.49M Sell
16,213
-40
-0.2% -$8.4K 1.58% 14
2025
Q2 		$3.33M Sell
16,253
-1,065
-6% -$206K 1.69% 14
2025
Q1 		$3.36M Sell
17,318
-16,143
-48% -$3.21M 1.94% 13
2024
Q4 		$6.55M Sell
33,461
-9,231
-22% -$1.84M 3.71% 6
2024
Q3 		$8.46M Sell
42,692
-2,254
-5% -$429K 4.91% 4
2024
Q2 		$8.46M Buy
44,946
+1,433
+3% +$258K 5.28% 4
2024
Q1 		$7.95M Sell
43,513
-782
-2% -$137K 5.39% 4
2023
Q4 		$7.55M Sell
44,295
-1,027
-2% -$165K 5.72% 4
2023
Q3 		$7.04M Sell
45,322
-2,306
-5% -$374K 5.95% 4
2023
Q2 		$7.73M Buy
47,628
+12,401
+35% +$1.94M 6.61% 3
2023
Q1 		$5.43M Buy
35,227
+27,104
+334% +$4.15M 5.35% 4
2022
Q4 		$1.27M Sell
8,123
-1,028
-11% -$153K 1.26% 24
2022
Q3 		$1.24M Buy
9,151
+6,617
+261% +$985K 1.25% 26
2022
Q2 		$364K Buy
2,534
+411
+19% +$62.6K 0.36% 69
2022
Q1 		$344K Buy
2,123
+334
+19% +$53.9K 0.27% 85
2021
Q4 		$307K Buy
1,789
+3
+0.2% +$494 0.23% 103
2021
Q3 		$274K Buy
+1,786
New +$285K 0.22% 115
2021
Q1 		$262K Sell
1,780
-2,996
-63% -$426K 0.25% 116
2020
Q4 		$674K Buy
+4,776
New +$647K 0.75% 42

Other funds holding VIG

PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
ACA
Adirondack Capital Advisors Syracuse, New York $194M AUM 14.02% 1-Year Est. Return

Kaizen Financial Strategies's VIG Position: Q3 2026 in Review

Kaizen Financial Strategies reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 11% in Q3 2026, selling an estimated $431K and leaving 14,014 shares worth $3.27M. The position accounts for 1.29% of the portfolio, ranked #22.

Kaizen Financial Strategies first reported a position in VIG in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.46M in Q2 2024. 153 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Kaizen Financial Strategies held 14,014 shares of Vanguard Dividend Appreciation ETF worth $3.27M as of Q3 2026.
  • Kaizen Financial Strategies sold 1,795 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $431K.
  • Vanguard Dividend Appreciation ETF made up 1.29% of Kaizen Financial Strategies's portfolio in Q3 2026, its #22 holding.
  • Kaizen Financial Strategies first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 23 quarters since.
  • Kaizen Financial Strategies's Vanguard Dividend Appreciation ETF position peaked at $8.46M in Q2 2024.
  • 153 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Kaizen Financial Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.