Keudell/Morrison Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Keudell/Morrison Wealth 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	$2.04M	Buy	8,610 +66	+0.8%	+$15.2K	0.38%	45
2026 Q1	$1.84M	Buy	8,544 +41	+0.5%	+$9.14K	0.38%	44
2025 Q4	$1.87M	Buy	+8,503	New	+$1.86M	0.39%	43
2025 Q2	$1.69M	Sell	8,250 -555	-6%	-$108K	0.37%	51
2025 Q1	$1.71M	Sell	8,805 -45	-0.5%	-$8.95K	0.4%	47
2024 Q4	$1.73M	Buy	8,850 +95	+1%	+$19K	0.45%	48
2024 Q3	$1.73M	Buy	8,755 +80	+0.9%	+$15.2K	0.47%	47
2024 Q2	$1.58M	Sell	8,675 -230	-3%	-$41.4K	0.46%	47
2024 Q1	$1.63M	Buy	8,905 +53	+0.6%	+$9.31K	0.49%	43
2023 Q4	$1.51M	Sell	8,852 -714	-7%	-$115K	0.5%	41
2023 Q3	$1.49M	Buy	9,566 +175	+2%	+$28.4K	0.45%	42
2023 Q2	$1.53M	Sell	9,391 -240	-2%	-$37.6K	0.44%	41
2023 Q1	$1.48M	Sell	9,631 -180	-2%	-$27.6K	0.44%	38
2022 Q4	$1.49M	Sell	9,811 -581	-6%	-$86.6K	0.48%	40
2022 Q3	$1.41M	Sell	10,392 -75	-0.7%	-$11.2K	0.53%	34
2022 Q2	$1.5M	Buy	10,467 +380	+4%	+$57.8K	0.55%	38
2022 Q1	$1.64M	Sell	10,087 -333	-3%	-$53.7K	0.68%	34
2021 Q4	$1.79M	Buy	10,420 +666	+7%	+$110K	0.71%	31
2021 Q3	$1.5M	Buy	9,754 +1,099	+13%	+$175K	0.64%	35
2021 Q2	$1.34M	Buy	8,655 +858	+11%	+$132K	0.73%	41
2021 Q1	$1.15M	Buy	+7,797	New	+$1.11M	0.67%	49

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

Keudell/Morrison Wealth Management's VIG Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.77% in Q2 2026, buying an estimated $15.2K and bringing the position to 8,610 shares worth $2.04M. The position accounts for 0.38% of the portfolio, ranked #45.

Keudell/Morrison Wealth Management first reported a position in VIG in Q1 2021 and has held it in 21 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Keudell/Morrison Wealth Management held 8,610 shares of Vanguard Dividend Appreciation ETF worth $2.04M as of Q2 2026.
Keudell/Morrison Wealth Management bought 66 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $15.2K.
Vanguard Dividend Appreciation ETF made up 0.38% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #45 holding.
Keudell/Morrison Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2021 and has held it in 21 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.