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

Keystone Financial Group (Kentucky)’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	$7.1M	Buy	32,819 +15	+0%	+$3.34K	0.49%	39
2025 Q4	$7.21M	Sell	32,804 -1,073	-3%	-$234K	0.53%	38
2025 Q3	$7.32M	Buy	33,877 +3,127	+10%	+$657K	0.56%	35
2025 Q2	$6.29M	Buy	30,750 +710	+2%	+$138K	0.57%	36
2025 Q1	$5.83M	Sell	30,040 -1,129	-4%	-$224K	0.59%	34
2024 Q4	$6.1M	Buy	31,169 +149	+0.5%	+$29.7K	0.6%	32
2024 Q3	$6.14M	Buy	+31,020	New	+$5.91M	0.79%	26
2024 Q2	–	Sell	-28,627	Closed	-$5.23M	–	319
2024 Q1	$5.23M	Buy	28,627 +1,094	+4%	+$192K	0.76%	27
2023 Q4	$4.69M	Buy	27,533 +631	+2%	+$102K	0.82%	24
2023 Q3	$4.18M	Buy	26,902 +659	+3%	+$107K	0.7%	29
2023 Q2	$4.26M	Buy	+26,243	New	+$4.11M	0.73%	30
2022 Q4	$3.82M	Sell	25,145 -143	-0.6%	-$21.3K	0.75%	28
2022 Q3	$3.42M	Sell	25,288 -529	-2%	-$78.7K	0.69%	30
2022 Q2	$3.7M	Buy	25,817 +315	+1%	+$47.9K	0.73%	28
2022 Q1	$4.13M	Buy	25,502 +938	+4%	+$151K	0.7%	29
2021 Q4	$4.22M	Buy	24,564 +942	+4%	+$155K	0.69%	31
2021 Q3	$3.63M	Buy	23,622 +683	+3%	+$109K	0.66%	33
2021 Q2	$3.55M	Buy	22,939 +934	+4%	+$143K	0.64%	33
2021 Q1	$3.24M	Buy	22,005 +3,021	+16%	+$430K	0.63%	38
2020 Q4	$2.68M	Buy	18,984 +3,185	+20%	+$432K	0.56%	41
2020 Q3	$2.03M	Buy	15,799 +114	+0.7%	+$14.3K	0.5%	48
2020 Q2	$1.84M	Sell	15,685 -202	-1%	-$23K	0.5%	50
2020 Q1	$1.64M	Buy	15,887 +3,108	+24%	+$371K	0.54%	49
2019 Q4	$1.59M	Buy	12,779 +1,383	+12%	+$167K	0.43%	58
2019 Q3	$1.36M	Buy	11,396 +1,602	+16%	+$189K	0.42%	57
2019 Q2	$1.13M	Buy	9,794 +398	+4%	+$44.6K	0.37%	66
2019 Q1	$1.03M	Buy	9,396 +392	+4%	+$41.3K	0.37%	72
2018 Q4	$882K	Buy	9,004 +2,294	+34%	+$239K	0.4%	70
2018 Q3	$745K	Buy	+6,710	New	+$721K	0.3%	88

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s VIG Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.05% in Q1 2026, buying an estimated $3.34K and bringing the position to 32,819 shares worth $7.1M. The position accounts for 0.49% of the portfolio, ranked #39.

Keystone Financial Group (Kentucky) first reported a position in VIG in Q3 2018 and has held it in 29 quarters since. The position peaked at $7.32M in Q3 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Keystone Financial Group (Kentucky) held 32,819 shares of Vanguard Dividend Appreciation ETF worth $7.1M as of Q1 2026.
Keystone Financial Group (Kentucky) bought 15 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $3.34K.
Vanguard Dividend Appreciation ETF made up 0.49% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #39 holding.
Keystone Financial Group (Kentucky) first reported a position in Vanguard Dividend Appreciation ETF in Q3 2018 and has held it in 29 quarters since.
Keystone Financial Group (Kentucky)'s Vanguard Dividend Appreciation ETF position peaked at $7.32M in Q3 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.