How many shares of VIG does Kestra Advisory Services, LLC own?

As of 2026-Q2, Kestra Advisory Services, LLC holds 701,711 shares of VIG (VANGUARD DIVIDEND APPRECIATION ETF ETF).

What is Kestra Advisory Services, LLC's VIG position worth?

As of 2026-Q2, Kestra Advisory Services, LLC's VIG position is worth $166M.

Is Kestra Advisory Services, LLC buying or selling VIG?

In 2026-Q2, Kestra Advisory Services, LLC increased their VIG position (+20.1% change in shares).

When did Kestra Advisory Services, LLC first buy VIG?

Based on available 13F filings, Kestra Advisory Services, LLC first reported a position in VIG in 2020-Q3. They have held the position across 24 quarters.

Back to

Kestra Advisory Services, LLC

VIG
24 quarters

Position history for Kestra Advisory Services, LLC's holdings in VANGUARD DIVIDEND APPRECIATION ETF ETF

Current Value

$166M

Current Shares

701,711

Total Value Change

+$115.3M

Total Shares Change

+307,720

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	701,711	+20.1%	$166M	0.5%	$236.62	51
2026-Q1	Increased	584,269	+8.0%	$125.7M	0.5%	$214.15	39
2025-Q4	Increased	541,017	+35.8%	$118.9M	0.5%	$218.00	47
2025-Q3	Increased	398,490	+13.3%	$86M	0.4%	$213.18	40
2025-Q2	Decreased	351,636	-11.2%	$72M	0.4%	$201.38	0
2025-Q1	Decreased	395,984	-2.8%	$76.8M	0.4%	$190.06	0
2024-Q4	Decreased	407,488	-21.1%	$79.8M	0.4%	$190.94	0
2024-Q3	Decreased	516,151	-4.0%	$102.2M	0.6%	$192.26	0
2024-Q2	Increased	537,479	+48.9%	$94.5M	0.5%	$177.90	58
2024-Q1	Increased	360,988	+5.7%	$65.9M	0.4%	$177.09	37
2023-Q4	Increased	341,540	+4.1%	$58.2M	0.5%	$164.55	37
2023-Q3	Decreased	327,970	-1.8%	$51M	0.5%	$149.23	0
2023-Q2	Decreased	333,870	-3.9%	$54.2M	0.5%	$153.97	0
2023-Q1	Decreased	347,504	-7.1%	$53.5M	0.6%	$145.29	0
2022-Q4	Increased	374,234	+13.4%	$56.8M	0.5%	$143.70	47
2022-Q3	Decreased	330,036	-5.4%	$44.6M	0.5%	$126.13	0
2022-Q2	Increased	348,965	+12.3%	$50.1M	0.5%	$133.23	46
2022-Q1	Decreased	310,780	-8.8%	$50.4M	0.5%	$149.83	0
2021-Q4	Decreased	340,973	-43.0%	$58.6M	0.6%	$158.01	0
2021-Q3	Increased	598,452	+88.1%	$91.9M	0.9%	$140.66	66
2021-Q2	Increased	318,177	+2.8%	$49.3M	0.6%	$141.13	42
2021-Q1	Decreased	309,644	-60.5%	$45.5M	0.6%	$133.49	0
2020-Q4	Increased	784,890	+99.2%	$110M	1.3%	$127.67	76
2020-Q3	New	393,991	-	$50.7M	0.9%	$115.81	57

Other major holders of VIG: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, BANK OF AMERICA CORP /DE/

VIG24 quarters

VIG
24 quarters