Kerntke Otto McGlone Wealth Management Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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	$1.42M	Buy	6,004 +121	+2%	+$27.8K	0.86%	23
2026 Q1	$1.27M	Buy	5,883 +102	+2%	+$22.7K	0.86%	23
2025 Q4	$1.27M	Buy	5,781 +109	+2%	+$23.8K	0.9%	23
2025 Q3	$1.22M	Buy	5,672 +202	+4%	+$42.4K	0.93%	22
2025 Q2	$1.12M	Buy	5,470 +794	+17%	+$154K	0.89%	21
2025 Q1	$907K	Buy	4,676 +183	+4%	+$36.4K	0.79%	23
2024 Q4	$880K	Sell	4,493 -32	-0.7%	-$6.39K	0.65%	25
2024 Q3	$896K	Sell	4,525 -1,017	-18%	-$194K	0.75%	26
2024 Q2	$1.01M	Buy	5,542 +12	+0.2%	+$2.16K	0.95%	21
2024 Q1	$1.01M	Sell	5,530 -220	-4%	-$38.6K	0.99%	21
2023 Q4	$980K	Sell	5,750 -118	-2%	-$19K	0.98%	25
2023 Q3	$912K	Sell	5,868 -158	-3%	-$25.6K	0.94%	26
2023 Q2	$979K	Sell	6,026 -264	-4%	-$41.3K	0.96%	26
2023 Q1	$969K	Sell	6,290 -7,804	-55%	-$1.2M	1%	26
2022 Q4	$2.14M	Sell	14,094 -311	-2%	-$46.4K	2.46%	13
2022 Q3	$1.95M	Sell	14,405 -696	-5%	-$104K	2.93%	11
2022 Q2	$2.17M	Sell	15,101 -1,471	-9%	-$224K	3.23%	10
2022 Q1	$2.69M	Buy	16,572 +2,761	+20%	+$445K	6.15%	4
2021 Q4	$2.37M	Buy	13,811 +5,326	+63%	+$878K	2.89%	10
2021 Q3	$1.3M	Sell	8,485 -36,819	-81%	-$5.87M	3.88%	6
2021 Q2	$7.01M	Buy	45,304 +1,307	+3%	+$201K	2.8%	8
2021 Q1	$6.47M	Buy	43,997 +1,064	+2%	+$151K	3.4%	5
2020 Q4	$6.06M	Buy	42,933 +666	+2%	+$90.3K	3.58%	4
2020 Q3	$5.44M	Buy	42,267 +7,003	+20%	+$881K	3.99%	4
2020 Q2	$4.13M	Buy	35,264 +2,392	+7%	+$272K	3.77%	7
2020 Q1	$3.4M	Buy	32,872 +4,442	+16%	+$530K	3.81%	7
2019 Q4	$3.54M	Buy	+28,430	New	+$3.44M	2.99%	9

Other funds holding VIG

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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's VIG Position: Q2 2026 in Review

Kerntke Otto McGlone Wealth Management Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2.1% in Q2 2026, buying an estimated $27.8K and bringing the position to 6,004 shares worth $1.42M. The position accounts for 0.86% of the portfolio, ranked #23.

Kerntke Otto McGlone Wealth Management Group first reported a position in VIG in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.01M in Q2 2021. 984 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Kerntke Otto McGlone Wealth Management Group held 6,004 shares of Vanguard Dividend Appreciation ETF worth $1.42M as of Q2 2026.
Kerntke Otto McGlone Wealth Management Group bought 121 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $27.8K.
Vanguard Dividend Appreciation ETF made up 0.86% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q2 2026, its #23 holding.
Kerntke Otto McGlone Wealth Management Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 27 quarters since.
Kerntke Otto McGlone Wealth Management Group's Vanguard Dividend Appreciation ETF position peaked at $7.01M in Q2 2021.
984 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2026, filed 23 Jul 2026.