Keeler & Nadler Financial Planning & Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Keeler & Nadler Financial Planning & 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	$1.58M	Buy	6,666 +175	+3%	+$40.2K	0.45%	31
2026 Q1	$1.4M	Buy	6,491 +40	+0.6%	+$8.92K	0.47%	31
2025 Q4	$1.42M	Buy	6,451 +46	+0.7%	+$10.1K	0.49%	32
2025 Q3	$1.38M	Sell	6,405 -57	-0.9%	-$12K	0.51%	33
2025 Q2	$1.32M	Buy	6,462 +347	+6%	+$67.3K	0.53%	33
2025 Q1	$1.17M	Buy	6,115 +23	+0.4%	+$4.57K	0.53%	30
2024 Q4	$1.19M	Sell	6,092 -880	-13%	-$176K	0.56%	30
2024 Q3	$1.38M	Sell	6,972 -575	-8%	-$109K	0.67%	28
2024 Q2	$1.38M	Sell	7,547 -2,916	-28%	-$525K	0.76%	28
2024 Q1	$1.91M	Sell	10,463 -1,258	-11%	-$221K	1.15%	25
2023 Q4	$2M	Buy	+11,721	New	+$1.89M	1.44%	21
2022 Q4	$1.98M	Buy	+13,052	New	+$1.95M	1.8%	17
2021 Q4	$1.63M	Buy	+9,466	New	+$1.56M	1.5%	18

Other funds holding VIG

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Keeler & Nadler Financial Planning & Wealth Management's VIG Position: Q2 2026 in Review

Keeler & Nadler Financial Planning & Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2.7% in Q2 2026, buying an estimated $40.2K and bringing the position to 6,666 shares worth $1.58M. The position accounts for 0.45% of the portfolio, ranked #31.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in VIG in Q4 2021 and has held it in 13 quarters since. The position peaked at $2M in Q4 2023. 1,858 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Keeler & Nadler Financial Planning & Wealth Management held 6,666 shares of Vanguard Dividend Appreciation ETF worth $1.58M as of Q2 2026.
Keeler & Nadler Financial Planning & Wealth Management bought 175 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $40.2K.
Vanguard Dividend Appreciation ETF made up 0.45% of Keeler & Nadler Financial Planning & Wealth Management's portfolio in Q2 2026, its #31 holding.
Keeler & Nadler Financial Planning & Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 13 quarters since.
Keeler & Nadler Financial Planning & Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $2M in Q4 2023.
1,858 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.