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KMG Fiduciary Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

KMG Fiduciary Partners’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 		$780K Buy
3,297
+40
+1% +$9.19K 0.07% 133
2026
Q1 		$700K Buy
3,257
+182
+6% +$40.6K 0.05% 182
2025
Q4 		$676K Sell
3,075
-1,450
-32% -$317K 0.05% 183
2025
Q3 		$976K Buy
4,525
+100
+2% +$21K 0.07% 191
2025
Q2 		$906K Hold
4,425
– – 0.07% 191
2025
Q1 		$858K Buy
4,425
+305
+7% +$60.6K 0.07% 194
2024
Q4 		$807K Hold
4,120
– – 0.07% 193
2024
Q3 		$816K Sell
4,120
-308
-7% -$58.6K 0.07% 187
2024
Q2 		$808K Sell
4,428
-103
-2% -$18.5K 0.08% 159
2024
Q1 		$827K Sell
4,531
-33
-0.7% -$5.8K 0.09% 154
2023
Q4 		$778K Buy
4,564
+1
+0% +$161 0.09% 157
2023
Q3 		$709K Hold
4,563
– – 0.09% 154
2023
Q2 		$741K Sell
4,563
-171
-4% -$26.8K 0.1% 154
2023
Q1 		$729K Buy
4,734
+491
+12% +$75.2K 0.1% 155
2022
Q4 		$644K Buy
4,243
+655
+18% +$97.6K 0.11% 145
2022
Q3 		$485K Buy
3,588
+1
+0% +$149 0.09% 140
2022
Q2 		$515K Hold
3,587
– – 0.1% 140
2022
Q1 		$582K Buy
3,587
+387
+12% +$62.4K 0.09% 140
2021
Q4 		$550K Buy
3,200
+22
+0.7% +$3.63K 0.09% 132
2021
Q3 		$488K Buy
3,178
+1
+0% +$159 0.08% 131
2021
Q2 		$492K Buy
+3,177
New +$488K 0.09% 134

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

KMG Fiduciary Partners's VIG Position: Q2 2026 in Review

KMG Fiduciary Partners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.2% in Q2 2026, buying an estimated $9.19K and bringing the position to 3,297 shares worth $780K. The position accounts for 0.07% of the portfolio, ranked #133.

KMG Fiduciary Partners first reported a position in VIG in Q2 2021 and has held it in 21 quarters since. The position peaked at $976K in Q3 2025. 2,603 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • KMG Fiduciary Partners held 3,297 shares of Vanguard Dividend Appreciation ETF worth $780K as of Q2 2026.
  • KMG Fiduciary Partners bought 40 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $9.19K.
  • Vanguard Dividend Appreciation ETF made up 0.07% of KMG Fiduciary Partners's portfolio in Q2 2026, its #133 holding.
  • KMG Fiduciary Partners first reported a position in Vanguard Dividend Appreciation ETF in Q2 2021 and has held it in 21 quarters since.
  • KMG Fiduciary Partners's Vanguard Dividend Appreciation ETF position peaked at $976K in Q3 2025.
  • 2,603 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.