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

Keating 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
2024
Q1 		$3.17M Buy
17,366
+907
+6% +$159K 1.9% 9
2023
Q4 		$2.8M Buy
+16,459
New +$2.65M 1.93% 9

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Keating Wealth Management's VIG Position: Q1 2024 in Review

Keating Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 5.5% in Q1 2024, buying an estimated $159K and bringing the position to 17,366 shares worth $3.17M. The position accounts for 1.9% of the portfolio, ranked #9.

Keating Wealth Management first reported a position in VIG in Q4 2023 and has held it in 2 quarters since. 2,043 funds tracked by Wall St. Rank hold VIG as of Q1 2024.

  • Keating Wealth Management held 17,366 shares of Vanguard Dividend Appreciation ETF worth $3.17M as of Q1 2024.
  • Keating Wealth Management bought 907 Vanguard Dividend Appreciation ETF shares in Q1 2024, an estimated $159K.
  • Vanguard Dividend Appreciation ETF made up 1.9% of Keating Wealth Management's portfolio in Q1 2024, its #9 holding.
  • Keating Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 2 quarters since.
  • 2,043 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2024.

Based on Keating Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.