Key Client Fiduciary Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Key Client Fiduciary Advisors’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	$2.1M	Buy	8,888 +707	+9%	+$162K	0.61%	35
2026 Q1	$1.76M	Buy	8,181 +165	+2%	+$36.8K	0.6%	40
2025 Q4	$1.76M	Buy	8,016 +77	+1%	+$16.8K	0.6%	42
2025 Q3	$1.71M	Buy	7,939 +217	+3%	+$45.6K	0.57%	43
2025 Q2	$1.58M	Buy	7,722 +1,836	+31%	+$356K	0.64%	41
2025 Q1	$1.14M	Buy	5,886 +221	+4%	+$43.9K	0.52%	47
2024 Q4	$1.11M	Buy	5,665 +16	+0.3%	+$3.19K	0.49%	50
2024 Q3	$1.12M	Buy	5,649 +116	+2%	+$22.1K	0.5%	47
2024 Q2	$1.01M	Buy	5,533 +539	+11%	+$97K	0.5%	49
2024 Q1	$912K	Buy	4,994 +49	+1%	+$8.61K	0.48%	49
2023 Q4	$843K	Buy	4,945 +283	+6%	+$45.5K	0.49%	43
2023 Q3	$724K	Buy	4,662 +881	+23%	+$143K	0.44%	50
2023 Q2	$614K	Buy	3,781 +141	+4%	+$22.1K	0.36%	60
2023 Q1	$561K	Buy	3,640 +215	+6%	+$32.9K	0.35%	63
2022 Q4	$520K	Buy	3,425 +148	+5%	+$22.1K	0.35%	63
2022 Q3	$443K	Buy	3,277 +10	+0.3%	+$1.49K	0.4%	51
2022 Q2	$469K	Buy	3,267 +130	+4%	+$19.8K	0.46%	49
2022 Q1	$509K	Buy	3,137 +458	+17%	+$73.9K	0.4%	59
2021 Q4	$460K	Buy	+2,679	New	+$442K	0.38%	66

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

Key Client Fiduciary Advisors's VIG Position: Q2 2026 in Review

Key Client Fiduciary Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 8.6% in Q2 2026, buying an estimated $162K and bringing the position to 8,888 shares worth $2.1M. The position accounts for 0.61% of the portfolio, ranked #35.

Key Client Fiduciary Advisors first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Key Client Fiduciary Advisors held 8,888 shares of Vanguard Dividend Appreciation ETF worth $2.1M as of Q2 2026.
Key Client Fiduciary Advisors bought 707 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $162K.
Vanguard Dividend Appreciation ETF made up 0.61% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #35 holding.
Key Client Fiduciary Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.