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Kelleher Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Kelleher Financial 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 		$3.22M Buy
14,981
+335
+2% +$74.7K 0.82% 25
2025
Q4 		$3.22M Sell
14,646
-87
-0.6% -$19K 0.74% 28
2025
Q3 		$3.18M Sell
14,733
-3,942
-21% -$828K 0.79% 28
2025
Q2 		$3.82M Buy
18,675
+1,050
+6% +$204K 1.33% 14
2025
Q1 		$3.42M Sell
17,625
-19
-0.1% -$3.78K 1.36% 13
2024
Q4 		$3.46M Buy
17,644
+101
+0.6% +$20.2K 1.3% 15
2024
Q3 		$3.47M Buy
17,543
+1,200
+7% +$228K 1.32% 15
2024
Q2 		$2.98M Buy
16,343
+2,492
+18% +$449K 1.22% 16
2024
Q1 		$2.53M Buy
13,851
+2,685
+24% +$472K 1.05% 16
2023
Q4 		$1.9M Buy
11,166
+25
+0.2% +$4.02K 0.89% 19
2023
Q3 		$1.73M Buy
11,141
+172
+2% +$27.9K 0.89% 19
2023
Q2 		$1.78M Buy
10,969
+740
+7% +$116K 1.03% 16
2023
Q1 		$1.58M Buy
10,229
+771
+8% +$118K 1.04% 20
2022
Q4 		$1.44M Hold
9,458
– – 1.08% 18
2022
Q3 		$1.28M Buy
9,458
+680
+8% +$101K 0.92% 21
2022
Q2 		$1.26M Buy
8,778
+5,684
+184% +$865K 0.57% 33
2022
Q1 		$501K Buy
3,094
+130
+4% +$21K 0.28% 67
2021
Q4 		$509K Sell
2,964
-1,680
-36% -$277K 0.27% 68
2021
Q3 		$713K Buy
4,644
+1,862
+67% +$297K 0.31% 78
2021
Q2 		$430K Sell
2,782
-1,633
-37% -$251K 0.24% 72
2021
Q1 		$649K Buy
4,415
+1,687
+62% +$240K 0.42% 52
2020
Q4 		$385K Buy
2,728
+365
+15% +$49.5K 0.29% 70
2020
Q3 		$304K Hold
2,363
– – 0.25% 70
2020
Q2 		$276K Hold
2,363
– – 0.27% 74
2020
Q1 		$244K Buy
+2,363
New +$282K 0.29% 70

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

Kelleher Financial Advisors's VIG Position: Q1 2026 in Review

Kelleher Financial Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2.3% in Q1 2026, buying an estimated $74.7K and bringing the position to 14,981 shares worth $3.22M. The position accounts for 0.82% of the portfolio, ranked #25.

Kelleher Financial Advisors first reported a position in VIG in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.82M in Q2 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Kelleher Financial Advisors held 14,981 shares of Vanguard Dividend Appreciation ETF worth $3.22M as of Q1 2026.
  • Kelleher Financial Advisors bought 335 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $74.7K.
  • Vanguard Dividend Appreciation ETF made up 0.82% of Kelleher Financial Advisors's portfolio in Q1 2026, its #25 holding.
  • Kelleher Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2020 and has held it in 25 quarters since.
  • Kelleher Financial Advisors's Vanguard Dividend Appreciation ETF position peaked at $3.82M in Q2 2025.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.