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KCM Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

KCM Investment Advisors’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
Q1 		$4.08M Sell
18,953
-316
-2% -$70.4K 0.14% 106
2025
Q4 		$4.23M Buy
19,269
+1,262
+7% +$276K 0.14% 104
2025
Q3 		$3.89M Sell
18,007
-690
-4% -$145K 0.13% 108
2025
Q2 		$3.83M Buy
18,697
+100
+0.5% +$19.4K 0.13% 108
2025
Q1 		$3.61M Buy
18,597
+58
+0.3% +$11.5K 0.13% 112
2024
Q4 		$3.63M Sell
18,539
-599
-3% -$120K 0.13% 115
2024
Q3 		$3.79M Sell
19,138
-392
-2% -$74.6K 0.13% 114
2024
Q2 		$3.57M Buy
19,530
+328
+2% +$59K 0.13% 113
2024
Q1 		$3.51M Sell
19,202
-146
-0.8% -$25.6K 0.13% 118
2023
Q4 		$3.3M Sell
19,348
-948
-5% -$153K 0.13% 119
2023
Q3 		$3.15M Buy
20,296
+4,042
+25% +$655K 0.14% 118
2023
Q2 		$2.64M Sell
16,254
-612
-4% -$95.8K 0.11% 136
2023
Q1 		$2.6M Buy
16,866
+20
+0.1% +$3.06K 0.11% 142
2022
Q4 		$2.56M Sell
16,846
-961
-5% -$143K 0.11% 140
2022
Q3 		$2.41M Buy
17,807
+482
+3% +$71.7K 0.11% 137
2022
Q2 		$2.49M Buy
17,325
+1,738
+11% +$265K 0.11% 138
2022
Q1 		$2.53M Buy
15,587
+2,025
+15% +$327K 0.09% 145
2021
Q4 		$2.33M Sell
13,562
-355
-3% -$58.5K 0.08% 159
2021
Q3 		$2.14M Buy
13,917
+115
+0.8% +$18.3K 0.09% 159
2021
Q2 		$2.14M Buy
13,802
+322
+2% +$49.4K 0.09% 156
2021
Q1 		$1.98M Sell
13,480
-1,048
-7% -$149K 0.09% 154
2020
Q4 		$2.05M Sell
14,528
-190
-1% -$25.8K 0.1% 141
2020
Q3 		$1.89M Buy
14,718
+1,001
+7% +$126K 0.11% 133
2020
Q2 		$1.61M Sell
13,717
-54
-0.4% -$6.15K 0.09% 143
2020
Q1 		$1.42M Sell
13,771
-166
-1% -$19.8K 0.1% 129
2019
Q4 		$1.74M Sell
13,937
-974
-7% -$118K 0.09% 139
2019
Q3 		$1.78M Buy
14,911
+3,196
+27% +$377K 0.1% 134
2019
Q2 		$1.35M Sell
11,715
-93
-0.8% -$10.4K 0.08% 153
2019
Q1 		$1.29M Buy
11,808
+635
+6% +$66.9K 0.08% 157
2018
Q4 		$1.09M Buy
11,173
+2,870
+35% +$299K 0.07% 218
2018
Q3 		$919K Buy
8,303
+52
+0.6% +$5.59K 0.05% 250
2018
Q2 		$838K Sell
8,251
-116
-1% -$11.8K 0.05% 255
2018
Q1 		$845K Hold
8,367
– – 0.05% 276
2017
Q4 		$854K Sell
8,367
-507
-6% -$49.9K 0.05% 279
2017
Q3 		$841K Buy
8,874
+224
+3% +$20.9K 0.05% 276
2017
Q2 		$802K Buy
8,650
+855
+11% +$78.4K 0.05% 277
2017
Q1 		$701K Sell
7,795
-680
-8% -$60.3K 0.04% 305
2016
Q4 		$722K Buy
8,475
+90
+1% +$7.57K 0.05% 299
2016
Q3 		$704K Buy
8,385
+736
+10% +$62.4K 0.05% 300
2016
Q2 		$637K Sell
7,649
-255
-3% -$20.8K 0.04% 309
2016
Q1 		$642K Sell
7,904
-97
-1% -$7.44K 0.05% 302
2015
Q4 		$622K Sell
8,001
-1,880
-19% -$147K 0.05% 307
2015
Q3 		$729K Sell
9,881
-1,591
-14% -$123K 0.06% 282
2015
Q2 		$901K Buy
11,472
+1,350
+13% +$109K 0.07% 252
2015
Q1 		$815K Buy
10,122
+2,936
+41% +$238K 0.07% 271
2014
Q4 		$583K Buy
7,186
+1,366
+23% +$108K 0.05% 317
2014
Q3 		$448K Buy
5,820
+108
+2% +$8.37K 0.04% 339
2014
Q2 		$445K Buy
5,712
+1,238
+28% +$94.7K 0.04% 340
2014
Q1 		$337K Buy
4,474
+392
+10% +$28.9K 0.03% 356
2013
Q4 		$307K Buy
4,082
+2
+0% +$146 0.03% 362
2013
Q3 		$284K Buy
4,080
+131
+3% +$9.06K 0.03% 371
2013
Q2 		$261K Buy
+3,949
New +$265K 0.03% 377

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
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KCM Investment Advisors's VIG Position: Q1 2026 in Review

KCM Investment Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.6% in Q1 2026, selling an estimated $70.4K and leaving 18,953 shares worth $4.08M. The position accounts for 0.14% of the portfolio, ranked #106.

KCM Investment Advisors first reported a position in VIG in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.23M in Q4 2025. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • KCM Investment Advisors held 18,953 shares of Vanguard Dividend Appreciation ETF worth $4.08M as of Q1 2026.
  • KCM Investment Advisors sold 316 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $70.4K.
  • Vanguard Dividend Appreciation ETF made up 0.14% of KCM Investment Advisors's portfolio in Q1 2026, its #106 holding.
  • KCM Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2013 and has held it in 52 quarters since.
  • KCM Investment Advisors's Vanguard Dividend Appreciation ETF position peaked at $4.23M in Q4 2025.
  • 2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.