Adroit Compliance’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Adroit Compliance’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
2023 Q4	$44.4M	Buy	+260,434	New	+$41.9M	9.26%	3

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Adroit Compliance's VIG Position: Q4 2023 in Review

Adroit Compliance opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q4 2023: 260,434 shares worth $44.4M. The stake represents 9.26% of the portfolio and ranks #3 among its holdings.

2,022 funds tracked by Wall St. Rank hold VIG as of Q4 2023.

Adroit Compliance held 260,434 shares of Vanguard Dividend Appreciation ETF worth $44.4M as of Q4 2023.
Vanguard Dividend Appreciation ETF was a new Adroit Compliance position in Q4 2023.
Vanguard Dividend Appreciation ETF made up 9.26% of Adroit Compliance's portfolio in Q4 2023, its #3 holding.
2,022 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2023.

Based on Adroit Compliance's 13F filing for Q4 2023, filed 8 Feb 2024.