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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
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
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

Kelman-Lazarov Inc's VIG Position: Q1 2026 in Review

Kelman-Lazarov Inc increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.11% in Q1 2026, buying an estimated $1.78K and bringing the position to 7,622 shares worth $1.64M. The position accounts for 0.24% of the portfolio, ranked #44.

Kelman-Lazarov Inc first reported a position in VIG in Q1 2016 and has held it in 41 quarters since. The position peaked at $1.67M in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Kelman-Lazarov Inc held 7,622 shares of Vanguard Dividend Appreciation ETF worth $1.64M as of Q1 2026.
  • Kelman-Lazarov Inc bought 8 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $1.78K.
  • Vanguard Dividend Appreciation ETF made up 0.24% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #44 holding.
  • Kelman-Lazarov Inc first reported a position in Vanguard Dividend Appreciation ETF in Q1 2016 and has held it in 41 quarters since.
  • Kelman-Lazarov Inc's Vanguard Dividend Appreciation ETF position peaked at $1.67M in Q4 2025.
  • 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.