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
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

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

Kaydan Wealth Management's VIG Position: Q2 2026 in Review

Kaydan Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.93% in Q2 2026, buying an estimated $41.6K and bringing the position to 19,656 shares worth $4.65M. The position accounts for 1.42% of the portfolio, ranked #17.

Kaydan Wealth Management first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Kaydan Wealth Management held 19,656 shares of Vanguard Dividend Appreciation ETF worth $4.65M as of Q2 2026.
  • Kaydan Wealth Management bought 181 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $41.6K.
  • Vanguard Dividend Appreciation ETF made up 1.42% of Kaydan Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Kaydan Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Kaydan Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.