Cadence Bank NA’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Cadence Bank NA’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 Q3	$284K	Sell	2,101 -3,694	-64%	-$550K	1.76%	13
2022 Q2	$832K	Hold	5,795	–	–	0.27%	85
2022 Q1	$939K	Buy	5,795 +64	+1%	+$10.3K	0.26%	89
2021 Q4	$984K	Buy	5,731 +1,150	+25%	+$190K	0.27%	90
2021 Q3	$703K	Buy	4,581 +3	+0.1%	+$478	0.21%	106
2021 Q2	$709K	Buy	4,578 +39	+0.9%	+$5.99K	0.21%	114
2021 Q1	$667K	Buy	+4,539	New	+$646K	0.21%	115

Other funds holding VIG

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Cadence Bank NA's VIG Position: Q3 2022 in Review

Cadence Bank NA reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 64% in Q3 2022, selling an estimated $550K and leaving 2,101 shares worth $284K. The position accounts for 1.76% of the portfolio, ranked #13.

Cadence Bank NA first reported a position in VIG in Q1 2021 and has held it in 7 quarters since. The position peaked at $984K in Q4 2021. 1,643 funds tracked by Wall St. Rank hold VIG as of Q3 2022.

Cadence Bank NA held 2,101 shares of Vanguard Dividend Appreciation ETF worth $284K as of Q3 2022.
Cadence Bank NA sold 3,694 Vanguard Dividend Appreciation ETF shares in Q3 2022, an estimated $550K.
Vanguard Dividend Appreciation ETF made up 1.76% of Cadence Bank NA's portfolio in Q3 2022, its #13 holding.
Cadence Bank NA first reported a position in Vanguard Dividend Appreciation ETF in Q1 2021 and has held it in 7 quarters since.
Cadence Bank NA's Vanguard Dividend Appreciation ETF position peaked at $984K in Q4 2021.
1,643 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2022.

Based on Cadence Bank NA's 13F filing for Q3 2022, filed 27 Oct 2022.