KWM
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Kaydan Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Kaydan Wealth Management’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 		$4.37M Sell
18,722
-934
-5% -$224K 1.5% 17
2026
Q2 		$4.65M Buy
19,656
+181
+0.9% +$41.6K 1.42% 17
2026
Q1 		$4.19M Buy
19,475
+32
+0.2% +$7.13K 1.4% 16
2025
Q4 		$4.27M Buy
19,443
+248
+1% +$54.2K 1.24% 14
2025
Q3 		$4.14M Buy
19,195
+76
+0.4% +$16K 1.18% 18
2025
Q2 		$3.91M Sell
19,119
-174
-0.9% -$33.7K 1.28% 15
2025
Q1 		$3.74M Buy
19,293
+151
+0.8% +$30K 1.2% 15
2024
Q4 		$3.75M Buy
19,142
+41
+0.2% +$8.19K 1.25% 14
2024
Q3 		$3.78M Sell
19,101
-207
-1% -$39.4K 1.12% 13
2024
Q2 		$3.52M Sell
19,308
-150
-0.8% -$27K 1.25% 14
2024
Q1 		$3.55M Buy
19,458
+224
+1% +$39.4K 1.21% 15
2023
Q4 		$3.28M Sell
19,234
-162
-0.8% -$26.1K 1.33% 14
2023
Q3 		$3.01M Sell
19,396
-101
-0.5% -$16.4K 1.2% 13
2023
Q2 		$3.17M Sell
19,497
-240
-1% -$37.6K 1.33% 10
2023
Q1 		$3.04M Sell
19,737
-770
-4% -$118K 1.25% 9
2022
Q4 		$3.11M Sell
20,507
-1,658
-7% -$247K 1.25% 10
2022
Q3 		$3M Sell
22,165
-1,622
-7% -$241K 1.65% 5
2022
Q2 		$3.41M Sell
23,787
-186
-0.8% -$28.3K 1.9% 6
2022
Q1 		$3.89M Sell
23,973
-353
-1% -$57K 1.72% 9
2021
Q4 		$4.18M Buy
+24,326
New +$4.01M 1.58% 10

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

Kaydan Wealth Management's VIG Position: Q3 2026 in Review

Kaydan Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 4.8% in Q3 2026, selling an estimated $224K and leaving 18,722 shares worth $4.37M. The position accounts for 1.5% of the portfolio, ranked #17.

Kaydan Wealth Management first reported a position in VIG in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.65M in Q2 2026. 153 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • Kaydan Wealth Management held 18,722 shares of Vanguard Dividend Appreciation ETF worth $4.37M as of Q3 2026.
  • Kaydan Wealth Management sold 934 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $224K.
  • Vanguard Dividend Appreciation ETF made up 1.5% of Kaydan Wealth Management's portfolio in Q3 2026, its #17 holding.
  • Kaydan Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 20 quarters since.
  • Kaydan Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $4.65M in Q2 2026.
  • 153 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Kaydan Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.