KFA Private Wealth Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

KFA Private Wealth Group’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	$266K	Sell	1,124 -1,536	-58%	-$353K	0.06%	129
2026 Q1	$572K	Sell	2,660 -5	-0.2%	-$1.11K	0.14%	77
2025 Q4	$586K	Sell	2,665 -92	-3%	-$20.1K	0.14%	71
2025 Q3	$595K	Hold	2,757	–	–	0.17%	66
2025 Q2	$564K	Sell	2,757 -46	-2%	-$8.92K	0.17%	67
2025 Q1	$544K	Buy	2,803 +1,656	+144%	+$329K	0.19%	60
2024 Q4	$225K	Sell	1,147 -6	-0.5%	-$1.2K	0.09%	85
2024 Q3	$228K	Sell	1,153 -63	-5%	-$12K	0.11%	78
2024 Q2	$222K	Hold	1,216	–	–	0.12%	72
2024 Q1	$222K	Buy	1,216 +1	+0.1%	+$176	0.07%	91
2023 Q4	$207K	Buy	+1,215	New	+$195K	0.07%	82

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

KFA Private Wealth Group's VIG Position: Q2 2026 in Review

KFA Private Wealth Group reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 58% in Q2 2026, selling an estimated $353K and leaving 1,124 shares worth $266K. The position accounts for 0.06% of the portfolio, ranked #129.

KFA Private Wealth Group first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. The position peaked at $595K in Q3 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

KFA Private Wealth Group held 1,124 shares of Vanguard Dividend Appreciation ETF worth $266K as of Q2 2026.
KFA Private Wealth Group sold 1,536 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $353K.
Vanguard Dividend Appreciation ETF made up 0.06% of KFA Private Wealth Group's portfolio in Q2 2026, its #129 holding.
KFA Private Wealth Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
KFA Private Wealth Group's Vanguard Dividend Appreciation ETF position peaked at $595K in Q3 2025.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.