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

Keebeck 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
Q1 		$238K Hold
1,105
– – 0.03% 374
2025
Q4 		$243K Hold
1,105
– – 0.03% 330
2025
Q3 		$239K Sell
1,105
-16
-1% -$3.36K 0.03% 327
2025
Q2 		$230K Sell
1,121
-375
-25% -$72.7K 0.03% 316
2025
Q1 		$290K Hold
1,496
– – 0.04% 226
2024
Q4 		$293K Sell
1,496
-30
-2% -$5.99K 0.04% 218
2024
Q3 		$303K Hold
1,526
– – 0.04% 213
2024
Q2 		$280K Hold
1,526
– – 0.04% 226
2024
Q1 		$279K Sell
1,526
-268
-15% -$47.1K 0.04% 243
2023
Q4 		$306K Hold
1,794
– – 0.05% 221
2023
Q3 		$280K Hold
1,794
– – 0.05% 211
2023
Q2 		$293K Sell
1,794
-298
-14% -$46.7K 0.04% 220
2023
Q1 		$322K Sell
2,092
-34
-2% -$5.21K 0.05% 203
2022
Q4 		$323K Sell
2,126
-13
-0.6% -$1.94K 0.06% 189
2022
Q3 		$289K Hold
2,139
– – 0.06% 192
2022
Q2 		$307K Buy
2,139
+119
+6% +$18.1K 0.06% 192
2022
Q1 		$328K Buy
2,020
+41
+2% +$6.62K 0.05% 192
2021
Q4 		$340K Buy
1,979
+7
+0.4% +$1.15K 0.06% 177
2021
Q3 		$303K Sell
1,972
-979
-33% -$156K 0.06% 177
2021
Q2 		$457K Buy
2,951
+979
+50% +$150K 0.07% 171
2021
Q1 		$290K Hold
1,972
– – 0.05% 201
2020
Q4 		$278K Buy
+1,972
New +$267K 0.05% 185
2020
Q3 		– Sell
-1,000
Closed -$117K – 354
2020
Q2 		$117K Buy
+1,000
New +$114K 0.04% 179

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

Keebeck Wealth Management's VIG Position: Q1 2026 in Review

Keebeck Wealth Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2026 at 1,105 shares worth $238K. The position accounts for 0.03% of the portfolio, ranked #374.

Keebeck Wealth Management first reported a position in VIG in Q2 2020 and has held it in 23 quarters since. The position peaked at $457K in Q2 2021. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Keebeck Wealth Management held 1,105 shares of Vanguard Dividend Appreciation ETF worth $238K as of Q1 2026.
  • Keebeck Wealth Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2026.
  • Vanguard Dividend Appreciation ETF made up 0.03% of Keebeck Wealth Management's portfolio in Q1 2026, its #374 holding.
  • Keebeck Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2020 and has held it in 23 quarters since.
  • Keebeck Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $457K in Q2 2021.
  • 2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.