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Kieckhefer Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Kieckhefer 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
2025
Q2 		– Sell
-1,036
Closed -$201K – 54
2025
Q1 		$201K Buy
1,036
+136
+15% +$27K 0.15% 40
2024
Q4 		$176K Buy
+900
New +$180K 0.11% 44

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Kieckhefer Group's VIG Position: Q2 2025 in Review

Kieckhefer Group sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2025, closing a stake of 1,036 shares — an estimated $201K sold.

Kieckhefer Group first reported a position in VIG in Q4 2024 and held it in 2 quarters. The position peaked at $201K in Q1 2025. 2,294 funds tracked by Wall St. Rank hold VIG as of Q2 2025.

  • Kieckhefer Group reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2025 after selling out during the quarter.
  • Kieckhefer Group sold 1,036 Vanguard Dividend Appreciation ETF shares in Q2 2025, an estimated $201K.
  • Kieckhefer Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2024 and held it in 2 quarters.
  • Kieckhefer Group's Vanguard Dividend Appreciation ETF position peaked at $201K in Q1 2025.
  • 2,294 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2025.

Based on Kieckhefer Group's 13F filing for Q2 2025, filed 14 Jul 2025.