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

KW 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
Q1 		– Sell
-1,689
Closed -$371K – 69
2025
Q4 		$371K Hold
1,689
– – 0.56% 45
2025
Q3 		$364K Buy
+1,689
New +$355K 0.62% 41

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

KW Wealth Management's VIG Position: Q1 2026 in Review

KW Wealth Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2026, closing a stake of 1,689 shares — an estimated $371K sold.

KW Wealth Management first reported a position in VIG in Q3 2025 and held it in 2 quarters. The position peaked at $371K in Q4 2025. 2,526 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

  • KW Wealth Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2026 after selling out during the quarter.
  • KW Wealth Management sold 1,689 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $371K.
  • KW Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2025 and held it in 2 quarters.
  • KW Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $371K in Q4 2025.
  • 2,526 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on KW Wealth Management's 13F filing for Q1 2026.