Keystone Global Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Keystone Global Partners’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 Q3	$1.16M	Sell	4,993 -407	-8%	-$97.8K	0.42%	36
2026 Q2	$1.28M	Sell	5,400 -208	-4%	-$47.8K	0.48%	34
2026 Q1	$1.21M	Sell	5,608 -89	-2%	-$19.8K	0.54%	32
2025 Q4	$1.25M	Sell	5,697 -124	-2%	-$27.1K	0.55%	33
2025 Q3	$1.26M	Sell	5,821 -1,107	-16%	-$232K	0.64%	31
2025 Q2	$1.42M	Buy	6,928 +4,119	+147%	+$798K	0.77%	30
2025 Q1	$545K	Buy	+2,809	New	+$559K	0.38%	42

Other funds holding VIG

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

PCMC

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

EGA

E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

WPA

West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Keystone Global Partners's VIG Position: Q3 2026 in Review

Keystone Global Partners reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 7.5% in Q3 2026, selling an estimated $97.8K and leaving 4,993 shares worth $1.16M. The position accounts for 0.42% of the portfolio, ranked #36.

Keystone Global Partners first reported a position in VIG in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.42M in Q2 2025. 436 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

Keystone Global Partners held 4,993 shares of Vanguard Dividend Appreciation ETF worth $1.16M as of Q3 2026.
Keystone Global Partners sold 407 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $97.8K.
Vanguard Dividend Appreciation ETF made up 0.42% of Keystone Global Partners's portfolio in Q3 2026, its #36 holding.
Keystone Global Partners first reported a position in Vanguard Dividend Appreciation ETF in Q1 2025 and has held it in 7 quarters since.
Keystone Global Partners's Vanguard Dividend Appreciation ETF position peaked at $1.42M in Q2 2025.
436 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on Keystone Global Partners's 13F filing for Q3 2026, filed 13 Oct 2026.