Capital One Investing’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Capital One Investing’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
2019 Q3	$894K	Sell	7,475 -440	-6%	-$51.9K	0.21%	83
2019 Q2	$911K	Buy	7,915 +327	+4%	+$36.7K	0.22%	74
2019 Q1	$832K	Buy	7,588 +4,427	+140%	+$467K	0.22%	77
2018 Q4	$310K	Buy	+3,161	New	+$330K	0.11%	111

Other funds holding VIG

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

Capital One Investing's VIG Position: Q3 2019 in Review

Capital One Investing reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 5.6% in Q3 2019, selling an estimated $51.9K and leaving 7,475 shares worth $894K. The position accounts for 0.21% of the portfolio, ranked #83.

Capital One Investing first reported a position in VIG in Q4 2018 and has held it in 4 quarters since. The position peaked at $911K in Q2 2019. 1,054 funds tracked by Wall St. Rank hold VIG as of Q3 2019.

Capital One Investing held 7,475 shares of Vanguard Dividend Appreciation ETF worth $894K as of Q3 2019.
Capital One Investing sold 440 Vanguard Dividend Appreciation ETF shares in Q3 2019, an estimated $51.9K.
Vanguard Dividend Appreciation ETF made up 0.21% of Capital One Investing's portfolio in Q3 2019, its #83 holding.
Capital One Investing first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 4 quarters since.
Capital One Investing's Vanguard Dividend Appreciation ETF position peaked at $911K in Q2 2019.
1,054 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2019.

Based on Capital One Investing's 13F filing for Q3 2019, filed 14 Nov 2019.