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KLCM Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

KLCM 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
Q1 		$1.38M Sell
6,404
-375
-6% -$83.6K 0.12% 103
2025
Q4 		$1.49M Buy
+6,779
New +$1.48M 0.13% 87

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

KLCM Advisors's VIG Position: Q1 2026 in Review

KLCM Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 5.5% in Q1 2026, selling an estimated $83.6K and leaving 6,404 shares worth $1.38M. The position accounts for 0.12% of the portfolio, ranked #103.

KLCM Advisors first reported a position in VIG in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.49M in Q4 2025. 2,515 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • KLCM Advisors held 6,404 shares of Vanguard Dividend Appreciation ETF worth $1.38M as of Q1 2026.
  • KLCM Advisors sold 375 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $83.6K.
  • Vanguard Dividend Appreciation ETF made up 0.12% of KLCM Advisors's portfolio in Q1 2026, its #103 holding.
  • KLCM Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2025 and has held it in 2 quarters since.
  • KLCM Advisors's Vanguard Dividend Appreciation ETF position peaked at $1.49M in Q4 2025.
  • 2,515 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on KLCM Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.