KJWM
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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
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
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
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $17.8B AUM 24.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kiley Juergens Wealth Management's VIG Position: Q1 2026 in Review

Kiley Juergens Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.2% in Q1 2026, selling an estimated $51.7K and leaving 19,183 shares worth $4.13M. The position accounts for 0.73% of the portfolio, ranked #29.

Kiley Juergens Wealth Management first reported a position in VIG in Q4 2017 and has held it in 28 quarters since. The position peaked at $4.27M in Q4 2025. 2,514 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • Kiley Juergens Wealth Management held 19,183 shares of Vanguard Dividend Appreciation ETF worth $4.13M as of Q1 2026.
  • Kiley Juergens Wealth Management sold 232 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $51.7K.
  • Vanguard Dividend Appreciation ETF made up 0.73% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #29 holding.
  • Kiley Juergens Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and has held it in 28 quarters since.
  • Kiley Juergens Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $4.27M in Q4 2025.
  • 2,514 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.