Kiley Juergens Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Kiley Juergens Wealth Management’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	$4.48M	Sell	18,913 -270	-1%	-$62K	0.7%	31
2026 Q1	$4.13M	Sell	19,183 -232	-1%	-$51.7K	0.73%	29
2025 Q4	$4.27M	Buy	19,415 +14	+0.1%	+$3.06K	0.92%	25
2025 Q3	$4.19M	Sell	19,401 -37	-0.2%	-$7.77K	0.92%	23
2025 Q2	$3.98M	Sell	19,438 -70	-0.4%	-$13.6K	0.92%	25
2025 Q1	$3.78M	Sell	19,508 -2	-0%	-$398	1.01%	21
2024 Q4	$3.82M	Sell	19,510 -80	-0.4%	-$16K	0.96%	21
2024 Q3	$3.88M	Sell	19,590 -314	-2%	-$59.8K	1.01%	22
2024 Q2	$3.63M	Buy	19,904 +120	+0.6%	+$21.6K	1.01%	20
2024 Q1	$3.61M	Sell	19,784 -80	-0.4%	-$14.1K	1.12%	21
2023 Q4	$3.38M	Buy	19,864 +320	+2%	+$51.5K	1.13%	21
2023 Q3	$3.04M	Buy	19,544 +13	+0.1%	+$2.11K	1.1%	21
2023 Q2	$3.17M	Sell	19,531 -20	-0.1%	-$3.13K	1.09%	21
2023 Q1	$3.01M	Buy	19,551 +2,296	+13%	+$352K	1.13%	23
2022 Q4	$2.62M	Buy	17,255 +1,321	+8%	+$197K	1.1%	22
2022 Q3	$2.15M	Sell	15,934 -262	-2%	-$39K	1.01%	24
2022 Q2	$2.32M	Buy	16,196 +797	+5%	+$121K	1.1%	22
2022 Q1	$2.5M	Sell	15,399 -13	-0.1%	-$2.1K	1.21%	23
2021 Q4	$2.65M	Buy	15,412 +704	+5%	+$116K	1%	24
2021 Q3	$2.26M	Sell	14,708 -177	-1%	-$28.2K	0.99%	24
2021 Q2	$2.3M	Buy	14,885 +1	+0%	+$153	1.06%	22
2021 Q1	$2.19M	Buy	14,884 +809	+6%	+$115K	1.14%	22
2020 Q4	$1.99M	Buy	14,075 +209	+2%	+$28.3K	1.18%	21
2020 Q3	$1.78M	Buy	13,866 +3,581	+35%	+$451K	1.3%	19
2020 Q2	$1.21M	Buy	+10,285	New	+$1.17M	1.01%	24
2018 Q4	–	Sell	-8,532	Closed	-$944K	–	628
2018 Q3	$944K	Buy	8,532 +1,329	+18%	+$143K	0.7%	29
2018 Q2	$732K	Buy	7,203 +350	+5%	+$35.7K	0.65%	35
2018 Q1	$692K	Buy	6,853 +92	+1%	+$9.54K	0.75%	34
2017 Q4	$689K	Buy	+6,761	New	+$666K	0.62%	34

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

Kiley Juergens Wealth Management's VIG Position: Q2 2026 in Review

Kiley Juergens Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.4% in Q2 2026, selling an estimated $62K and leaving 18,913 shares worth $4.48M. The position accounts for 0.7% of the portfolio, ranked #31.

Kiley Juergens Wealth Management first reported a position in VIG in Q4 2017 and has held it in 29 quarters since. 2,598 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Kiley Juergens Wealth Management held 18,913 shares of Vanguard Dividend Appreciation ETF worth $4.48M as of Q2 2026.
Kiley Juergens Wealth Management sold 270 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $62K.
Vanguard Dividend Appreciation ETF made up 0.7% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #31 holding.
Kiley Juergens Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and has held it in 29 quarters since.
2,598 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.