BOS
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Bingham Osborn & Scarborough’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bingham Osborn & Scarborough’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
2021
Q4 		– Sell
-8,548
Closed -$1.31M – 139
2021
Q3 		$1.31M Buy
8,548
+175
+2% +$27.9K 0.09% 51
2021
Q2 		$1.3M Buy
8,373
+428
+5% +$65.7K 0.09% 47
2021
Q1 		$1.17M Buy
7,945
+610
+8% +$86.8K 0.09% 46
2020
Q4 		$1.03M Sell
7,335
-1,200
-14% -$163K 0.08% 45
2020
Q3 		$1.1M Sell
8,535
-100
-1% -$12.6K 0.08% 59
2020
Q2 		$1.01M Sell
8,635
-771
-8% -$87.8K 0.08% 59
2020
Q1 		$972K Buy
9,406
+1,971
+27% +$235K 0.1% 58
2019
Q4 		$927K Buy
7,435
+3
+0% +$363 0.08% 68
2019
Q3 		$889K Hold
7,432
– – 0.08% 66
2019
Q2 		$856K Buy
7,432
+210
+3% +$23.6K 0.08% 65
2019
Q1 		$792K Sell
7,222
-180
-2% -$19K 0.07% 65
2018
Q4 		$725K Sell
7,402
-1,840
-20% -$192K 0.07% 64
2018
Q3 		$1.02M Buy
9,242
+517
+6% +$55.6K 0.09% 50
2018
Q2 		$887K Buy
8,725
+1,739
+25% +$177K 0.08% 54
2018
Q1 		$706K Sell
6,986
-380
-5% -$39.4K 0.07% 65
2017
Q4 		$752K Buy
7,366
+4,942
+204% +$487K 0.07% 62
2017
Q3 		$230K Buy
2,424
+55
+2% +$5.13K 0.02% 110
2017
Q2 		$220K Hold
2,369
– – 0.02% 113
2017
Q1 		$213K Buy
+2,369
New +$210K 0.02% 111
2016
Q1 		– Sell
-2,847
Closed -$221K – 119
2015
Q4 		$221K Sell
2,847
-83
-3% -$6.48K 0.03% 103
2015
Q3 		$216K Buy
+2,930
New +$227K 0.03% 102

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bingham Osborn & Scarborough's VIG Position: Q4 2021 in Review

Bingham Osborn & Scarborough sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2021, closing a stake of 8,548 shares — an estimated $1.31M sold.

Bingham Osborn & Scarborough first reported a position in VIG in Q3 2015 and held it in 21 quarters. The position peaked at $1.31M in Q3 2021. 1,719 funds tracked by Wall St. Rank hold VIG as of Q4 2021.

  • Bingham Osborn & Scarborough reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2021 after selling out during the quarter.
  • Bingham Osborn & Scarborough sold 8,548 Vanguard Dividend Appreciation ETF shares in Q4 2021, an estimated $1.31M.
  • Bingham Osborn & Scarborough first reported a position in Vanguard Dividend Appreciation ETF in Q3 2015 and held it in 21 quarters.
  • Bingham Osborn & Scarborough's Vanguard Dividend Appreciation ETF position peaked at $1.31M in Q3 2021.
  • 1,719 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2021.

Based on Bingham Osborn & Scarborough's 13F filing for Q4 2021.