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Burleson & Co’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Burleson & Co’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
2022
Q4 		$90.4K Buy
596
+355
+147% +$52.9K 0.02% 156
2022
Q3 		$33K Buy
241
+136
+130% +$20.2K 0.01% 218
2022
Q2 		$15K Buy
+105
New +$16K ﹤0.01% 248

Other funds holding VIG

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Burleson & Co's VIG Position: Q4 2022 in Review

Burleson & Co increased its Vanguard Dividend Appreciation ETF (VIG) stake by 147% in Q4 2022, buying an estimated $52.9K and bringing the position to 596 shares worth $90.4K. The position accounts for 0.02% of the portfolio, ranked #156.

Burleson & Co first reported a position in VIG in Q2 2022 and has held it in 3 quarters since. 1,793 funds tracked by Wall St. Rank hold VIG as of Q4 2022.

  • Burleson & Co held 596 shares of Vanguard Dividend Appreciation ETF worth $90.4K as of Q4 2022.
  • Burleson & Co bought 355 Vanguard Dividend Appreciation ETF shares in Q4 2022, an estimated $52.9K.
  • Vanguard Dividend Appreciation ETF made up 0.02% of Burleson & Co's portfolio in Q4 2022, its #156 holding.
  • Burleson & Co first reported a position in Vanguard Dividend Appreciation ETF in Q2 2022 and has held it in 3 quarters since.
  • 1,793 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.