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KB Financial Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

KB Financial Partners’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
2023
Q3 		$3.95M Hold
25,427
– – 1.13% 9
2023
Q2 		$4.13M Hold
25,427
– – 1.13% 9
2023
Q1 		$3.92M Hold
25,427
– – 1.15% 9
2022
Q4 		$3.86M Buy
+25,427
New +$3.79M 1.32% 8

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KB Financial Partners's VIG Position: Q3 2023 in Review

KB Financial Partners held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q3 2023 at 25,427 shares worth $3.95M. The position accounts for 1.13% of the portfolio, ranked #9.

KB Financial Partners first reported a position in VIG in Q4 2022 and has held it in 4 quarters since. The position peaked at $4.13M in Q2 2023. 1,824 funds tracked by Wall St. Rank hold VIG as of Q3 2023.

  • KB Financial Partners held 25,427 shares of Vanguard Dividend Appreciation ETF worth $3.95M as of Q3 2023.
  • KB Financial Partners left its Vanguard Dividend Appreciation ETF share count unchanged in Q3 2023.
  • Vanguard Dividend Appreciation ETF made up 1.13% of KB Financial Partners's portfolio in Q3 2023, its #9 holding.
  • KB Financial Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 4 quarters since.
  • KB Financial Partners's Vanguard Dividend Appreciation ETF position peaked at $4.13M in Q2 2023.
  • 1,824 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.