Kera Capital Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Kera Capital Partners’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	$313K	Buy	1,323 +1	+0.1%	+$230	0.03%	467
2026 Q1	$284K	Buy	1,322 +28	+2%	+$6.24K	0.03%	436
2025 Q4	$290K	Buy	1,294 +83	+7%	+$18.1K	0.04%	417
2025 Q3	$261K	Sell	1,211 -3	-0.2%	-$630	0.04%	331
2025 Q2	$248K	Buy	1,214 +9	+0.7%	+$1.74K	0.05%	253
2025 Q1	$234K	Hold	1,205	–	–	0.07%	156
2024 Q4	$236K	Buy	+1,205	New	+$241K	0.07%	109

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

Kera Capital Partners's VIG Position: Q2 2026 in Review

Kera Capital Partners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.08% in Q2 2026, buying an estimated $230 and bringing the position to 1,323 shares worth $313K. The position accounts for 0.03% of the portfolio, ranked #467.

Kera Capital Partners first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Kera Capital Partners held 1,323 shares of Vanguard Dividend Appreciation ETF worth $313K as of Q2 2026.
Kera Capital Partners bought 1 Vanguard Dividend Appreciation ETF share in Q2 2026, an estimated $230.
Vanguard Dividend Appreciation ETF made up 0.03% of Kera Capital Partners's portfolio in Q2 2026, its #467 holding.
Kera Capital Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Kera Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.