Brainard Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Brainard Capital Management’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	$202K	Buy	+1,314	New	+$201K	0.15%	83

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Brainard Capital Management's VIG Position: Q1 2023 in Review

Brainard Capital Management opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q1 2023: 1,314 shares worth $202K. The stake represents 0.15% of the portfolio and ranks #83 among its holdings.

1,782 funds tracked by Wall St. Rank hold VIG as of Q1 2023.

Brainard Capital Management held 1,314 shares of Vanguard Dividend Appreciation ETF worth $202K as of Q1 2023.
Vanguard Dividend Appreciation ETF was a new Brainard Capital Management position in Q1 2023.
Vanguard Dividend Appreciation ETF made up 0.15% of Brainard Capital Management's portfolio in Q1 2023, its #83 holding.
1,782 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2023.

Based on Brainard Capital Management's 13F filing for Q1 2023, filed 9 May 2023.