Klingman & Associates’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Klingman & Associates’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	$1.09M	Sell	5,064 -611	-11%	-$136K	0.05%	128
2025 Q4	$1.25M	Sell	5,675 -1,119	-16%	-$244K	0.06%	111
2025 Q3	$1.47M	Sell	6,794 -27	-0.4%	-$5.67K	0.07%	98
2025 Q2	$1.4M	Sell	6,821 -77	-1%	-$14.9K	0.08%	96
2025 Q1	$1.34M	Buy	6,898 +315	+5%	+$62.6K	0.08%	93
2024 Q4	$1.29M	Buy	6,583 +111	+2%	+$22.2K	0.08%	89
2024 Q3	$1.28M	Buy	6,472 +5	+0.1%	+$952	0.08%	98
2024 Q2	$1.18M	Buy	6,467 +40	+0.6%	+$7.2K	0.08%	90
2024 Q1	$1.17M	Buy	6,427 +4	+0.1%	+$703	0.08%	88
2023 Q4	$1.09M	Sell	6,423 -490	-7%	-$78.8K	0.08%	87
2023 Q3	$1.07M	Sell	6,913 -196	-3%	-$31.8K	0.09%	85
2023 Q2	$1.15M	Buy	7,109 +969	+16%	+$152K	0.09%	79
2023 Q1	$946K	Buy	6,140 +479	+8%	+$73.4K	0.08%	83
2022 Q4	$860K	Buy	5,661 +315	+6%	+$46.9K	0.08%	87
2022 Q3	$723K	Buy	5,346 +5	+0.1%	+$744	0.07%	87
2022 Q2	$766K	Buy	5,341 +1	+0%	+$152	0.07%	83
2022 Q1	$865K	Buy	5,340 +1,012	+23%	+$163K	0.07%	77
2021 Q4	$743K	Sell	4,328 -182	-4%	-$30K	0.06%	87
2021 Q3	$693K	Buy	4,510 +4	+0.1%	+$637	0.06%	85
2021 Q2	$697K	Buy	4,506 +4	+0.1%	+$614	0.07%	85
2021 Q1	$662K	Buy	4,502 +255	+6%	+$36.3K	0.07%	81
2020 Q4	$600K	Sell	4,247 -362	-8%	-$49.1K	0.07%	81
2020 Q3	$593K	Buy	4,609 +40	+0.9%	+$5.03K	0.08%	73
2020 Q2	$535K	Sell	4,569 -1,894	-29%	-$216K	0.08%	74
2020 Q1	$668K	Buy	6,463 +204	+3%	+$24.3K	0.14%	63
2019 Q4	$780K	Sell	6,259 -3,988	-39%	-$482K	0.13%	60
2019 Q3	$1.23M	Sell	10,247 -187	-2%	-$22.1K	0.22%	46
2019 Q2	$1.2M	Buy	10,434 +22	+0.2%	+$2.47K	0.22%	46
2019 Q1	$1.14M	Buy	10,412 +1,300	+14%	+$137K	0.22%	45
2018 Q4	$892K	Buy	9,112 +27	+0.3%	+$2.82K	0.2%	46
2018 Q3	$1.01M	Buy	9,085 +14	+0.2%	+$1.5K	0.21%	43
2018 Q2	$922K	Buy	9,071 +136	+2%	+$13.9K	0.2%	44
2018 Q1	$903K	Buy	8,935 +3	+0%	+$311	0.2%	43
2017 Q4	$911K	Sell	8,932 -182	-2%	-$17.9K	0.2%	44
2017 Q3	$864K	Sell	9,114 -89	-1%	-$8.3K	0.21%	39
2017 Q2	$853K	Sell	9,203 -240	-3%	-$22K	0.23%	39
2017 Q1	$849K	Hold	9,443	–	–	0.24%	40
2016 Q4	$804K	Buy	9,443 +17	+0.2%	+$1.43K	0.24%	39
2016 Q3	$791K	Buy	9,426 +12	+0.1%	+$1.02K	0.24%	42
2016 Q2	$784K	Buy	9,414 +13	+0.1%	+$1.06K	0.25%	40
2016 Q1	$764K	Buy	9,401 +901	+11%	+$69.1K	0.27%	42
2015 Q4	$661K	Sell	8,500 -3,274	-28%	-$255K	0.25%	47
2015 Q3	$868K	Buy	11,774 +56	+0.5%	+$4.34K	0.34%	34
2015 Q2	$921K	Hold	11,718	–	–	0.36%	35
2015 Q1	$943K	Sell	11,718 -1,172	-9%	-$95.1K	0.39%	35
2014 Q4	$1.05M	Buy	+12,890	New	+$1.02M	0.43%	30

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Klingman & Associates's VIG Position: Q1 2026 in Review

Klingman & Associates reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 11% in Q1 2026, selling an estimated $136K and leaving 5,064 shares worth $1.09M. The position accounts for 0.05% of the portfolio, ranked #128.

Klingman & Associates first reported a position in VIG in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.47M in Q3 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Klingman & Associates held 5,064 shares of Vanguard Dividend Appreciation ETF worth $1.09M as of Q1 2026.
Klingman & Associates sold 611 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $136K.
Vanguard Dividend Appreciation ETF made up 0.05% of Klingman & Associates's portfolio in Q1 2026, its #128 holding.
Klingman & Associates first reported a position in Vanguard Dividend Appreciation ETF in Q4 2014 and has held it in 46 quarters since.
Klingman & Associates's Vanguard Dividend Appreciation ETF position peaked at $1.47M in Q3 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.