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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Kaizen Financial Strategies's VIG Position: Q2 2026 in Review

Kaizen Financial Strategies increased its Vanguard Dividend Appreciation ETF (VIG) stake by 13% in Q2 2026, buying an estimated $405K and bringing the position to 15,809 shares worth $3.74M. The position accounts for 1.21% of the portfolio, ranked #21.

Kaizen Financial Strategies first reported a position in VIG in Q4 2020 and has held it in 22 quarters since. The position peaked at $8.46M in Q2 2024. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Kaizen Financial Strategies held 15,809 shares of Vanguard Dividend Appreciation ETF worth $3.74M as of Q2 2026.
  • Kaizen Financial Strategies bought 1,763 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $405K.
  • Vanguard Dividend Appreciation ETF made up 1.21% of Kaizen Financial Strategies's portfolio in Q2 2026, its #21 holding.
  • Kaizen Financial Strategies first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and has held it in 22 quarters since.
  • Kaizen Financial Strategies's Vanguard Dividend Appreciation ETF position peaked at $8.46M in Q2 2024.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.