CFW
VIG icon

CA Family Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

CA Family Wealth’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
2020
Q1 		$355K Hold
3,430
– – 0.37% 15
2019
Q4 		$428K Buy
+3,430
New +$415K 0.29% 30

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CA Family Wealth's VIG Position: Q1 2020 in Review

CA Family Wealth held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2020 at 3,430 shares worth $355K. The position accounts for 0.37% of the portfolio, ranked #15.

CA Family Wealth first reported a position in VIG in Q4 2019 and has held it in 2 quarters since. The position peaked at $428K in Q4 2019. 1,162 funds tracked by Wall St. Rank hold VIG as of Q1 2020.

  • CA Family Wealth held 3,430 shares of Vanguard Dividend Appreciation ETF worth $355K as of Q1 2020.
  • CA Family Wealth left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2020.
  • Vanguard Dividend Appreciation ETF made up 0.37% of CA Family Wealth's portfolio in Q1 2020, its #15 holding.
  • CA Family Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 2 quarters since.
  • CA Family Wealth's Vanguard Dividend Appreciation ETF position peaked at $428K in Q4 2019.
  • 1,162 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.