BJ
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Brouwer & Janachowski’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Brouwer & Janachowski’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
2015
Q2 		– Sell
-2,707
Closed -$218K – 86
2015
Q1 		$218K Buy
+2,707
New +$220K 0.09% 45

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 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

Brouwer & Janachowski's VIG Position: Q2 2015 in Review

Brouwer & Janachowski sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2015, closing a stake of 2,707 shares — an estimated $218K sold.

Brouwer & Janachowski first reported a position in VIG in Q1 2015 and held it in 1 quarter. The position peaked at $218K in Q1 2015. 542 funds tracked by Wall St. Rank hold VIG as of Q2 2015.

  • Brouwer & Janachowski reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2015 after selling out during the quarter.
  • Brouwer & Janachowski sold 2,707 Vanguard Dividend Appreciation ETF shares in Q2 2015, an estimated $218K.
  • Brouwer & Janachowski first reported a position in Vanguard Dividend Appreciation ETF in Q1 2015 and held it in 1 quarter.
  • Brouwer & Janachowski's Vanguard Dividend Appreciation ETF position peaked at $218K in Q1 2015.
  • 542 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2015.

Based on Brouwer & Janachowski's 13F filing for Q2 2015, filed 14 Aug 2015.