AIA
VIG icon

Avalon Investment & Advisory’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Avalon Investment & Advisory’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
Q1 		$355K Hold
2,305
– – 0.01% 274
2022
Q4 		$350K Buy
+2,305
New +$344K 0.01% 276

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Avalon Investment & Advisory's VIG Position: Q1 2023 in Review

Avalon Investment & Advisory held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2023 at 2,305 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #274.

Avalon Investment & Advisory first reported a position in VIG in Q4 2022 and has held it in 2 quarters since. 1,779 funds tracked by Wall St. Rank hold VIG as of Q1 2023.

  • Avalon Investment & Advisory held 2,305 shares of Vanguard Dividend Appreciation ETF worth $355K as of Q1 2023.
  • Avalon Investment & Advisory left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2023.
  • Vanguard Dividend Appreciation ETF made up 0.01% of Avalon Investment & Advisory's portfolio in Q1 2023, its #274 holding.
  • Avalon Investment & Advisory first reported a position in Vanguard Dividend Appreciation ETF in Q4 2022 and has held it in 2 quarters since.
  • 1,779 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2023.

Based on Avalon Investment & Advisory's 13F filing for Q1 2023, filed 15 May 2023.