Kestra Investment Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Kestra Investment Management’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	$390K	Hold	1,646	–	–	0.01%	364
2026 Q1	$354K	Buy	+1,646	New	+$367K	0.01%	331
2025 Q3	–	Sell	-1,177	Closed	-$241K	–	742
2025 Q2	$241K	Buy	1,177 +51	+5%	+$9.88K	0.01%	393
2025 Q1	$218K	Buy	+1,126	New	+$224K	0.01%	368

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

Kestra Investment Management's VIG Position: Q2 2026 in Review

Kestra Investment Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 1,646 shares worth $390K. The position accounts for 0.01% of the portfolio, ranked #364.

Kestra Investment Management first reported a position in VIG in Q1 2025 and has held it in 4 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Kestra Investment Management held 1,646 shares of Vanguard Dividend Appreciation ETF worth $390K as of Q2 2026.
Kestra Investment Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #364 holding.
Kestra Investment Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2025 and has held it in 4 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.