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

Kingsview 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	$27.6M	Buy	116,580 +2,156	+2%	+$495K	0.33%	49
2026 Q1	$24.6M	Buy	114,424 +17,690	+18%	+$3.94M	0.34%	51
2025 Q4	$21.3M	Buy	96,734 +7,331	+8%	+$1.6M	0.31%	58
2025 Q3	$19.3M	Buy	89,403 +4,980	+6%	+$1.05M	0.29%	61
2025 Q2	$17.3M	Sell	84,423 -823	-1%	-$160K	0.29%	59
2025 Q1	$16.5M	Buy	85,246 +675	+0.8%	+$134K	0.31%	56
2024 Q4	$16.6M	Sell	84,571 -94	-0.1%	-$18.8K	0.32%	57
2024 Q3	$16.8M	Buy	84,665 +244	+0.3%	+$46.5K	0.35%	54
2024 Q2	$15.4M	Buy	84,421 +6,804	+9%	+$1.22M	0.36%	50
2024 Q1	$14.2M	Buy	77,617 +6,300	+9%	+$1.11M	0.36%	56
2023 Q4	$12.2M	Sell	71,317 -2,337	-3%	-$376K	0.36%	59
2023 Q3	$11.4M	Buy	73,654 +7,241	+11%	+$1.17M	0.41%	57
2023 Q2	$10.8M	Sell	66,413 -6,167	-8%	-$966K	0.42%	47
2023 Q1	$11.2M	Sell	72,580 -2,664	-4%	-$408K	0.47%	49
2022 Q4	$11.4M	Buy	75,244 +3,202	+4%	+$477K	0.5%	39
2022 Q3	$9.74M	Sell	72,042 -16,629	-19%	-$2.47M	0.46%	47
2022 Q2	$12.7M	Sell	88,671 -6,164	-6%	-$938K	0.61%	28
2022 Q1	$15.4M	Buy	94,835 +2,986	+3%	+$482K	0.68%	21
2021 Q4	$15.8M	Buy	91,849 +2,653	+3%	+$437K	0.66%	29
2021 Q3	$13.7M	Buy	89,196 +3,122	+4%	+$498K	0.65%	26
2021 Q2	$13.4M	Buy	86,074 +4,688	+6%	+$720K	0.66%	26
2021 Q1	$12.1M	Buy	81,386 +8,475	+12%	+$1.21M	0.68%	27
2020 Q4	$10.3M	Buy	72,911 +18,368	+34%	+$2.49M	0.75%	23
2020 Q3	$7.02M	Buy	54,543 +676	+1%	+$85.1K	0.63%	30
2020 Q2	$6.31M	Buy	53,867 +1,296	+2%	+$148K	0.63%	29
2020 Q1	$5.43M	Buy	52,571 +9,530	+22%	+$1.14M	0.73%	28
2019 Q4	$5.37M	Buy	43,041 +426	+1%	+$51.5K	0.67%	30
2019 Q3	$5.1M	Buy	42,615 +7,896	+23%	+$931K	0.8%	25
2019 Q2	$4M	Buy	34,719 +1,794	+5%	+$201K	0.67%	37
2019 Q1	$3.61M	Buy	32,925 +2,747	+9%	+$290K	0.55%	46
2018 Q4	$2.96M	Buy	30,178 +6,043	+25%	+$630K	0.65%	40
2018 Q3	$2.67M	Buy	24,135 +7,183	+42%	+$772K	0.54%	51
2018 Q2	$1.72M	Buy	16,952 +1,429	+9%	+$146K	0.41%	74
2018 Q1	$1.57M	Buy	15,523 +2,038	+15%	+$211K	0.39%	75
2017 Q4	$1.38M	Buy	13,485 +4,298	+47%	+$423K	0.49%	51
2017 Q3	$871K	Buy	9,187 +4,696	+105%	+$438K	0.38%	79
2017 Q2	$416K	Buy	4,491 +202	+5%	+$18.5K	0.21%	143
2017 Q1	$386K	Buy	+4,289	New	+$380K	0.23%	135

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

Kingsview Wealth Management's VIG Position: Q2 2026 in Review

Kingsview Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.9% in Q2 2026, buying an estimated $495K and bringing the position to 116,580 shares worth $27.6M. The position accounts for 0.33% of the portfolio, ranked #49.

Kingsview Wealth Management first reported a position in VIG in Q1 2017 and has held it in 38 quarters since. 2,583 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Kingsview Wealth Management held 116,580 shares of Vanguard Dividend Appreciation ETF worth $27.6M as of Q2 2026.
Kingsview Wealth Management bought 2,156 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $495K.
Vanguard Dividend Appreciation ETF made up 0.33% of Kingsview Wealth Management's portfolio in Q2 2026, its #49 holding.
Kingsview Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2017 and has held it in 38 quarters since.
2,583 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.