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Ancora Family Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Ancora Family Wealth Advisors’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
2016
Q3 		$281K Buy
3,354
+589
+21% +$49.9K 0.1% 174
2016
Q2 		$230K Buy
+2,765
New +$226K 0.09% 168

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

Ancora Family Wealth Advisors's VIG Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 21% in Q3 2016, buying an estimated $49.9K and bringing the position to 3,354 shares worth $281K. The position accounts for 0.1% of the portfolio, ranked #174.

Ancora Family Wealth Advisors first reported a position in VIG in Q2 2016 and has held it in 2 quarters since. 616 funds tracked by Wall St. Rank hold VIG as of Q3 2016.

  • Ancora Family Wealth Advisors held 3,354 shares of Vanguard Dividend Appreciation ETF worth $281K as of Q3 2016.
  • Ancora Family Wealth Advisors bought 589 Vanguard Dividend Appreciation ETF shares in Q3 2016, an estimated $49.9K.
  • Vanguard Dividend Appreciation ETF made up 0.1% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #174 holding.
  • Ancora Family Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2016 and has held it in 2 quarters since.
  • 616 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.