Kelman-Lazarov Inc’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Kelman-Lazarov Inc’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	$1.78M	Sell	7,521 -101	-1%	-$23.2K	0.23%	46
2026 Q1	$1.64M	Buy	7,622 +8	+0.1%	+$1.78K	0.24%	44
2025 Q4	$1.67M	Buy	7,614 +4	+0.1%	+$874	0.24%	45
2025 Q3	$1.64M	Buy	7,610 +8	+0.1%	+$1.68K	0.24%	47
2025 Q2	$1.56M	Hold	7,602	–	–	0.25%	44
2025 Q1	$1.47M	Buy	7,602 +463	+6%	+$92.1K	0.27%	40
2024 Q4	$1.4M	Buy	7,139 +198	+3%	+$39.5K	0.25%	43
2024 Q3	$1.37M	Hold	6,941	–	–	0.24%	46
2024 Q2	$1.27M	Sell	6,941 -32	-0.5%	-$5.76K	0.24%	45
2024 Q1	$1.27M	Hold	6,973	–	–	0.25%	46
2023 Q4	$1.19M	Sell	6,973 -52	-0.7%	-$8.37K	0.26%	45
2023 Q3	$1.09M	Sell	7,025 -29	-0.4%	-$4.7K	0.26%	46
2023 Q2	$1.15M	Sell	7,054 -99	-1%	-$15.5K	0.28%	44
2023 Q1	$1.1M	Sell	7,153 -20	-0.3%	-$3.06K	0.29%	43
2022 Q4	$1.09M	Sell	7,173 -530	-7%	-$79K	0.31%	41
2022 Q3	$1.04M	Sell	7,703 -46	-0.6%	-$6.84K	0.35%	31
2022 Q2	$1.11M	Sell	7,749 -611	-7%	-$93K	0.38%	29
2022 Q1	$1.36M	Sell	8,360 -324	-4%	-$52.3K	0.45%	26
2021 Q4	$1.49M	Sell	8,684 -42	-0.5%	-$6.92K	0.48%	26
2021 Q3	$1.34M	Sell	8,726 -3	-0%	-$478	0.47%	26
2021 Q2	$1.35M	Buy	8,729 +54	+0.6%	+$8.29K	0.47%	27
2021 Q1	$1.28M	Sell	8,675 -512	-6%	-$72.8K	0.45%	29
2020 Q4	$1.3M	Sell	9,187 -25	-0.3%	-$3.39K	0.5%	28
2020 Q3	$1.19M	Sell	9,212 -87	-0.9%	-$10.9K	0.54%	26
2020 Q2	$1.09M	Sell	9,299 -492	-5%	-$56K	0.51%	27
2020 Q1	$1.01M	Sell	9,791 -817	-8%	-$97.5K	0.54%	28
2019 Q4	$1.32M	Sell	10,608 -312	-3%	-$37.7K	0.59%	29
2019 Q3	$1.31M	Sell	10,920 -200	-2%	-$23.6K	0.64%	29
2019 Q2	$1.28M	Sell	11,120 -346	-3%	-$38.8K	0.66%	30
2019 Q1	$1.26M	Sell	11,466 -1,304	-10%	-$137K	0.66%	29
2018 Q4	$1.25M	Sell	12,770 -1,037	-8%	-$108K	0.78%	30
2018 Q3	$1.53M	Sell	13,807 -1,237	-8%	-$133K	0.89%	29
2018 Q2	$1.53M	Sell	15,044 -241	-2%	-$24.6K	0.82%	35
2018 Q1	$1.54M	Sell	15,285 -50	-0.3%	-$5.18K	0.83%	34
2017 Q4	$1.56M	Sell	15,335 -337	-2%	-$33.2K	0.8%	36
2017 Q3	$1.49M	Sell	15,672 -1,412	-8%	-$132K	0.78%	36
2017 Q2	$1.58M	Sell	17,084 -50	-0.3%	-$4.59K	0.87%	35
2017 Q1	$1.54M	Sell	17,134 -259	-1%	-$23K	0.99%	32
2016 Q4	$1.48M	Sell	17,393 -540	-3%	-$45.4K	0.84%	34
2016 Q3	$1.49M	Sell	17,933 -305	-2%	-$25.9K	0.84%	33
2016 Q2	$1.52M	Buy	18,238 +209	+1%	+$17.1K	0.87%	36
2016 Q1	$1.48M	Buy	+18,029	New	+$1.38M	0.86%	36

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Kelman-Lazarov Inc's VIG Position: Q2 2026 in Review

Kelman-Lazarov Inc reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.3% in Q2 2026, selling an estimated $23.2K and leaving 7,521 shares worth $1.78M. The position accounts for 0.23% of the portfolio, ranked #46.

Kelman-Lazarov Inc first reported a position in VIG in Q1 2016 and has held it in 42 quarters since. 2,603 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Kelman-Lazarov Inc held 7,521 shares of Vanguard Dividend Appreciation ETF worth $1.78M as of Q2 2026.
Kelman-Lazarov Inc sold 101 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $23.2K.
Vanguard Dividend Appreciation ETF made up 0.23% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #46 holding.
Kelman-Lazarov Inc first reported a position in Vanguard Dividend Appreciation ETF in Q1 2016 and has held it in 42 quarters since.
2,603 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.