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Key Financial Inc’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Key Financial Inc’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
Q1 		$504K Buy
2,343
+72
+3% +$16.1K 0.09% 177
2025
Q4 		$499K Sell
2,271
-7
-0.3% -$1.53K 0.09% 174
2025
Q3 		$494K Hold
2,278
– – 0.09% 169
2025
Q2 		$466K Sell
2,278
-45
-2% -$8.72K 0.09% 175
2025
Q1 		$451K Hold
2,323
– – 0.1% 171
2024
Q4 		$455K Hold
2,323
– – 0.1% 157
2024
Q3 		$460K Buy
2,323
+140
+6% +$26.7K 0.1% 163
2024
Q2 		$399K Sell
2,183
-140
-6% -$25.2K 0.1% 163
2024
Q1 		$424K Sell
2,323
-338
-13% -$59.4K 0.11% 153
2023
Q4 		$453K Buy
2,661
+140
+6% +$22.5K 0.12% 135
2023
Q3 		$392K Sell
2,521
-62
-2% -$10.1K 0.13% 132
2023
Q2 		$420K Hold
2,583
– – 0.14% 127
2023
Q1 		$398K Buy
2,583
+2,248
+671% +$344K 0.15% 126
2022
Q4 		$45.3K Hold
335
– – 0.02% 377
2022
Q3 		$45K Buy
335
+166
+98% +$24.7K 0.02% 385
2022
Q2 		$24K Buy
169
+17
+11% +$2.59K 0.01% 475
2022
Q1 		$25K Hold
152
– – 0.01% 466
2021
Q4 		$26K Hold
152
– – 0.01% 445
2021
Q3 		$23K Hold
152
– – 0.01% 451
2021
Q2 		$24K Buy
152
+50
+49% +$7.67K 0.01% 442
2021
Q1 		$15K Hold
102
– – 0.01% 440
2020
Q4 		$14K Buy
+102
New +$13.8K 0.01% 426
2020
Q2 		– Sell
-102
Closed -$11K – 620
2020
Q1 		$11K Buy
+102
New +$12.2K 0.01% 395

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Key Financial Inc's VIG Position: Q1 2026 in Review

Key Financial Inc increased its Vanguard Dividend Appreciation ETF (VIG) stake by 3.2% in Q1 2026, buying an estimated $16.1K and bringing the position to 2,343 shares worth $504K. The position accounts for 0.09% of the portfolio, ranked #177.

Key Financial Inc first reported a position in VIG in Q1 2020 and has held it in 23 quarters since. 2,512 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Key Financial Inc held 2,343 shares of Vanguard Dividend Appreciation ETF worth $504K as of Q1 2026.
  • Key Financial Inc bought 72 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $16.1K.
  • Vanguard Dividend Appreciation ETF made up 0.09% of Key Financial Inc's portfolio in Q1 2026, its #177 holding.
  • Key Financial Inc first reported a position in Vanguard Dividend Appreciation ETF in Q1 2020 and has held it in 23 quarters since.
  • 2,512 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.