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VIG icon

BancorpSouth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

BancorpSouth’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
2017
Q3 		$288K Sell
3,043
-600
-16% -$56K 0.03% 199
2017
Q2 		$338K Buy
+3,643
New +$334K 0.03% 164

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
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

BancorpSouth's VIG Position: Q3 2017 in Review

BancorpSouth reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 16% in Q3 2017, selling an estimated $56K and leaving 3,043 shares worth $288K. The position accounts for 0.03% of the portfolio, ranked #199.

BancorpSouth first reported a position in VIG in Q2 2017 and has held it in 2 quarters since. The position peaked at $338K in Q2 2017. 718 funds tracked by Wall St. Rank hold VIG as of Q3 2017.

  • BancorpSouth held 3,043 shares of Vanguard Dividend Appreciation ETF worth $288K as of Q3 2017.
  • BancorpSouth sold 600 Vanguard Dividend Appreciation ETF shares in Q3 2017, an estimated $56K.
  • Vanguard Dividend Appreciation ETF made up 0.03% of BancorpSouth's portfolio in Q3 2017, its #199 holding.
  • BancorpSouth first reported a position in Vanguard Dividend Appreciation ETF in Q2 2017 and has held it in 2 quarters since.
  • BancorpSouth's Vanguard Dividend Appreciation ETF position peaked at $338K in Q2 2017.
  • 718 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2017.

Based on BancorpSouth's 13F filing for Q3 2017, filed 14 Nov 2017.