Keystone Financial Group (Georgia)’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Keystone Financial Group (Georgia)’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	$11.7M	Buy	49,414 +953	+2%	+$219K	6.14%	4
2026 Q1	$10.4M	Buy	48,461 +922	+2%	+$206K	5.42%	5
2025 Q4	$10.4M	Buy	47,539 +3,296	+7%	+$720K	5.47%	5
2025 Q3	$9.58M	Buy	44,243 +3,845	+10%	+$807K	5.4%	5
2025 Q2	$8.33M	Buy	40,398 +3,274	+9%	+$635K	5.3%	6
2025 Q1	$7.08M	Buy	37,124 +1,825	+5%	+$363K	4.99%	5
2024 Q4	$6.91M	Buy	+35,299	New	+$7.05M	5.6%	5

Other funds holding VIG

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Keystone Financial Group (Georgia)'s VIG Position: Q2 2026 in Review

Keystone Financial Group (Georgia) increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2% in Q2 2026, buying an estimated $219K and bringing the position to 49,414 shares worth $11.7M. The position accounts for 6.14% of the portfolio, ranked #4.

Keystone Financial Group (Georgia) first reported a position in VIG in Q4 2024 and has held it in 7 quarters since. 984 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Keystone Financial Group (Georgia) held 49,414 shares of Vanguard Dividend Appreciation ETF worth $11.7M as of Q2 2026.
Keystone Financial Group (Georgia) bought 953 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $219K.
Vanguard Dividend Appreciation ETF made up 6.14% of Keystone Financial Group (Georgia)'s portfolio in Q2 2026, its #4 holding.
Keystone Financial Group (Georgia) first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and has held it in 7 quarters since.
984 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.