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

Boston 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
2019
Q3 		$2.21M Buy
18,494
+7,240
+64% +$854K 0.12% 232
2019
Q2 		$1.3M Buy
11,254
+1,834
+19% +$206K 0.07% 300
2019
Q1 		$1.03M Buy
9,420
+323
+4% +$34K 0.05% 336
2018
Q4 		$891K Buy
9,097
+525
+6% +$54.8K 0.05% 339
2018
Q3 		$949K Sell
8,572
-385
-4% -$41.4K 0.04% 388
2018
Q2 		$910K Buy
8,957
+580
+7% +$59.1K 0.02% 393
2018
Q1 		$847K Buy
8,377
+222
+3% +$23K 0.02% 396
2017
Q4 		$832K Buy
8,155
+65
+0.8% +$6.4K 0.02% 409
2017
Q3 		$767K Buy
8,090
+318
+4% +$29.7K 0.02% 410
2017
Q2 		$720K Sell
7,772
-1,699
-18% -$156K 0.02% 424
2017
Q1 		$852K Buy
9,471
+286
+3% +$25.3K 0.02% 380
2016
Q4 		$782K Buy
9,185
+391
+4% +$32.9K 0.02% 396
2016
Q3 		$738K Buy
8,794
+2,450
+39% +$208K 0.02% 417
2016
Q2 		$528K Buy
6,344
+135
+2% +$11K 0.01% 461
2016
Q1 		$504K Buy
6,209
+152
+3% +$11.7K 0.01% 458
2015
Q4 		$471K Buy
6,057
+105
+2% +$8.19K 0.01% 473
2015
Q3 		$439K Sell
5,952
-617
-9% -$47.8K 0.02% 565
2015
Q2 		$516K Buy
6,569
+69
+1% +$5.59K 0.02% 466
2015
Q1 		$523K Sell
6,500
-964
-13% -$78.2K 0.02% 453
2014
Q4 		$606K Buy
7,464
+58
+0.8% +$4.59K 0.03% 323
2014
Q3 		$570K Buy
7,406
+126
+2% +$9.77K 0.02% 328
2014
Q2 		$567K Buy
7,280
+1,194
+20% +$91.3K 0.02% 337
2014
Q1 		$458K Buy
6,086
+2,296
+61% +$169K 0.02% 353
2013
Q4 		$285K Buy
3,790
+350
+10% +$25.5K 0.01% 478
2013
Q3 		$239K Buy
+3,440
New +$238K 0.01% 490

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

Boston Advisors's VIG Position: Q3 2019 in Review

Boston Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 64% in Q3 2019, buying an estimated $854K and bringing the position to 18,494 shares worth $2.21M. The position accounts for 0.12% of the portfolio, ranked #232.

Boston Advisors first reported a position in VIG in Q3 2013 and has held it in 25 quarters since. 1,054 funds tracked by Wall St. Rank hold VIG as of Q3 2019.

  • Boston Advisors held 18,494 shares of Vanguard Dividend Appreciation ETF worth $2.21M as of Q3 2019.
  • Boston Advisors bought 7,240 Vanguard Dividend Appreciation ETF shares in Q3 2019, an estimated $854K.
  • Vanguard Dividend Appreciation ETF made up 0.12% of Boston Advisors's portfolio in Q3 2019, its #232 holding.
  • Boston Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2013 and has held it in 25 quarters since.
  • 1,054 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.