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Bellwether Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bellwether 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
2023
Q1 		– Hold
0
– – – 480
2022
Q4 		– Sell
-10
Closed -$1.49K – 442
2022
Q3 		$1K Hold
10
– – ﹤0.01% 449
2022
Q2 		$1K Sell
10
-363
-97% -$55.2K ﹤0.01% 376
2022
Q1 		$60K Buy
+373
New +$60.2K 0.02% 188

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

Bellwether Advisors's VIG Position: Q1 2023 in Review

Bellwether Advisors held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2023 at 0 shares worth $9. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Bellwether Advisors first reported a position in VIG in Q1 2022 and has held it in 3 quarters since. The position peaked at $60K in Q1 2022. 1,779 funds tracked by Wall St. Rank hold VIG as of Q1 2023.

  • Bellwether Advisors held 0 shares of Vanguard Dividend Appreciation ETF worth $9 as of Q1 2023.
  • Bellwether Advisors left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2023.
  • Vanguard Dividend Appreciation ETF made up ﹤0.01% of Bellwether Advisors's portfolio in Q1 2023, its #480 holding.
  • Bellwether Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2022 and has held it in 3 quarters since.
  • Bellwether Advisors's Vanguard Dividend Appreciation ETF position peaked at $60K in Q1 2022.
  • 1,779 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2023.

Based on Bellwether Advisors's 13F filing for Q1 2023, filed 5 May 2023.