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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$328K Buy
1,407
+283
+25% +$68K 0.08% 115
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

KFA Private Wealth Group's VIG Position: Q3 2026 in Review

KFA Private Wealth Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 25% in Q3 2026, buying an estimated $68K and bringing the position to 1,407 shares worth $328K. The position accounts for 0.08% of the portfolio, ranked #115.

KFA Private Wealth Group first reported a position in VIG in Q4 2023 and has held it in 12 quarters since. The position peaked at $595K in Q3 2025. 153 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

  • KFA Private Wealth Group held 1,407 shares of Vanguard Dividend Appreciation ETF worth $328K as of Q3 2026.
  • KFA Private Wealth Group bought 283 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $68K.
  • Vanguard Dividend Appreciation ETF made up 0.08% of KFA Private Wealth Group's portfolio in Q3 2026, its #115 holding.
  • KFA Private Wealth Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 12 quarters since.
  • KFA Private Wealth Group's Vanguard Dividend Appreciation ETF position peaked at $595K in Q3 2025.
  • 153 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.