Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
APSP
Asset Planning Services (Pennsylvania)’s
Vanguard Dividend Appreciation ETF
VIG
Stock Holding History
Asset Planning Services (Pennsylvania)’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
2019
Q4
–
Sell
-122
Closed
-$15K
–
249
2019
Q3
$15K
Hold
122
–
–
0.01%
187
2019
Q2
$14K
Sell
122
-233
-66%
-$26.1K
0.01%
185
2019
Q1
$39K
Hold
355
–
–
0.02%
142
2018
Q4
$35K
Buy
355
+2
+0.6%
+$209
0.02%
141
2018
Q3
$38K
Buy
353
+70
+25%
+$7.53K
0.02%
143
2018
Q2
$29K
Sell
283
-342
-55%
-$34.9K
0.01%
153
2018
Q1
$63K
Sell
625
-546
-47%
-$56.6K
0.03%
117
2017
Q4
$119K
Buy
1,171
+6
+0.5%
+$591
0.06%
93
2017
Q3
$110K
Sell
1,165
-49
-4%
-$4.57K
0.06%
101
2017
Q2
$112K
Sell
1,214
-92
-7%
-$8.44K
0.07%
95
2017
Q1
$117K
Buy
1,306
+438
+50%
+$38.8K
0.08%
87
2016
Q4
$74K
Sell
868
-54
-6%
-$4.54K
0.06%
108
2016
Q3
$77K
Sell
922
-56
-6%
-$4.75K
0.06%
105
2016
Q2
$81K
Sell
978
-179
-15%
-$14.6K
0.07%
112
2016
Q1
$94K
Buy
1,157
+6
+0.5%
+$460
0.09%
107
2015
Q4
$89K
Buy
1,151
+7
+0.6%
+$546
0.09%
88
2015
Q3
$84K
Buy
1,144
+13
+1%
+$1.01K
0.08%
82
2015
Q2
$89K
Buy
+1,131
New
+$91.7K
0.09%
84
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
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Wealthfront Advisers
Palo Alto, California
$45.6B AUM
18.83%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
CSIA
Charles Schwab Investment Advisory
San Francisco, California
$72.8B AUM
10.03%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close