Kingswood Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Kingswood Wealth Advisors’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	$23M	Buy	97,311 +1,850	+2%	+$425K	0.93%	18
2026 Q1	$20.5M	Buy	95,461 +4,333	+5%	+$966K	0.97%	15
2025 Q4	$20M	Buy	91,128 +49,042	+117%	+$10.7M	0.97%	15
2025 Q3	$9.08M	Buy	42,086 +16,915	+67%	+$3.55M	0.55%	29
2025 Q2	$5.15M	Sell	25,171 -983	-4%	-$191K	0.41%	42
2025 Q1	$5.07M	Sell	26,154 -3,194	-11%	-$635K	0.46%	37
2024 Q4	$5.75M	Buy	29,348 +7,393	+34%	+$1.48M	0.43%	39
2024 Q3	$4.35M	Sell	21,955 -521	-2%	-$99.2K	0.31%	72
2024 Q2	$4.1M	Buy	22,476 +7,230	+47%	+$1.3M	0.37%	55
2024 Q1	$2.78M	Sell	15,246 -6,609	-30%	-$1.16M	0.32%	68
2023 Q4	$3.72M	Buy	21,855 +19,920	+1,029%	+$3.21M	0.42%	44
2023 Q3	$1.21M	Sell	1,935 -6,748	-78%	-$1.09M	0.21%	126
2023 Q2	$1.41M	Buy	+8,683	New	+$1.36M	0.45%	51

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

Kingswood Wealth Advisors's VIG Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.9% in Q2 2026, buying an estimated $425K and bringing the position to 97,311 shares worth $23M. The position accounts for 0.93% of the portfolio, ranked #18.

Kingswood Wealth Advisors first reported a position in VIG in Q2 2023 and has held it in 13 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Kingswood Wealth Advisors held 97,311 shares of Vanguard Dividend Appreciation ETF worth $23M as of Q2 2026.
Kingswood Wealth Advisors bought 1,850 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $425K.
Vanguard Dividend Appreciation ETF made up 0.93% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #18 holding.
Kingswood Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2023 and has held it in 13 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.