Kestra Private Wealth Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Kestra Private Wealth Services’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	$18.3M	Sell	77,141 -2,545	-3%	-$584K	0.2%	118
2026 Q1	$17.1M	Buy	79,686 +5,257	+7%	+$1.17M	0.21%	103
2025 Q4	$16.4M	Buy	74,429 +2,350	+3%	+$513K	0.2%	110
2025 Q3	$15.6M	Buy	72,079 +1,548	+2%	+$325K	0.2%	108
2025 Q2	$14.4M	Buy	70,531 +4,194	+6%	+$813K	0.21%	107
2025 Q1	$12.9M	Buy	66,337 +1,412	+2%	+$281K	0.21%	104
2024 Q4	$12.7M	Buy	64,925 +1,841	+3%	+$368K	0.22%	98
2024 Q3	$12.5M	Sell	63,084 -172	-0.3%	-$32.8K	0.23%	97
2024 Q2	$11.5M	Sell	63,256 -2,105	-3%	-$379K	0.23%	97
2024 Q1	$11.9M	Sell	65,361 -1,248	-2%	-$219K	0.27%	89
2023 Q4	$11.4M	Sell	66,609 -6,389	-9%	-$1.03M	0.29%	85
2023 Q3	$11.3M	Buy	72,998 +4,508	+7%	+$731K	0.36%	64
2023 Q2	$11.1M	Buy	68,490 +37	+0.1%	+$5.79K	0.38%	58
2023 Q1	$10.5M	Buy	68,453 +978	+1%	+$150K	0.42%	59
2022 Q4	$10.2M	Buy	67,475 +11,548	+21%	+$1.72M	0.52%	42
2022 Q3	$7.56M	Buy	55,927 +14,586	+35%	+$2.17M	0.44%	48
2022 Q2	$5.93M	Buy	41,341 +2,982	+8%	+$454K	0.34%	68
2022 Q1	$6.22M	Buy	38,359 +275	+0.7%	+$44.4K	0.31%	78
2021 Q4	$6.54M	Buy	38,084 +418	+1%	+$68.9K	0.31%	75
2021 Q3	$5.79M	Buy	37,666 +3,283	+10%	+$523K	0.32%	66
2021 Q2	$5.32M	Buy	34,383 +582	+2%	+$89.3K	0.32%	67
2021 Q1	$4.97M	Sell	33,801 -3,332	-9%	-$474K	0.35%	67
2020 Q4	$5.21M	Buy	37,133 +1,209	+3%	+$164K	0.38%	63
2020 Q3	$4.62M	Buy	+35,924	New	+$4.52M	0.4%	63

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 Private Wealth Services's VIG Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 3.2% in Q2 2026, selling an estimated $584K and leaving 77,141 shares worth $18.3M. The position accounts for 0.2% of the portfolio, ranked #118.

Kestra Private Wealth Services first reported a position in VIG in Q3 2020 and has held it in 24 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Kestra Private Wealth Services held 77,141 shares of Vanguard Dividend Appreciation ETF worth $18.3M as of Q2 2026.
Kestra Private Wealth Services sold 2,545 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $584K.
Vanguard Dividend Appreciation ETF made up 0.2% of Kestra Private Wealth Services's portfolio in Q2 2026, its #118 holding.
Kestra Private Wealth Services first reported a position in Vanguard Dividend Appreciation ETF in Q3 2020 and has held it in 24 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.