Cardan Capital Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Cardan Capital Partners’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
2021 Q3	$377K	Buy	2,457 +5	+0.2%	+$797	0.04%	179
2021 Q2	$380K	Buy	2,452 +5	+0.2%	+$767	0.04%	182
2021 Q1	$360K	Buy	2,447 +4	+0.2%	+$569	0.04%	171
2020 Q4	$345K	Buy	2,443 +5	+0.2%	+$678	0.04%	169
2020 Q3	$314K	Hold	2,438	–	–	0.04%	173
2020 Q2	$286K	Sell	2,438 -18	-0.7%	-$2.05K	0.04%	185
2020 Q1	$254K	Buy	2,456 +100	+4%	+$11.9K	0.04%	165
2019 Q4	$294K	Hold	2,356	–	–	0.04%	163
2019 Q3	$282K	Hold	2,356	–	–	0.04%	166
2019 Q2	$271K	Hold	2,356	–	–	0.04%	153
2019 Q1	$258K	Hold	2,356	–	–	0.04%	154
2018 Q4	$231K	Hold	2,356	–	–	0.04%	153
2018 Q3	$261K	Hold	2,356	–	–	0.04%	155
2018 Q2	$239K	Sell	2,356 -29	-1%	-$2.96K	0.04%	161
2018 Q1	$241K	Buy	+2,385	New	+$247K	0.04%	166

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

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

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Cardan Capital Partners's VIG Position: Q3 2021 in Review

Cardan Capital Partners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.2% in Q3 2021, buying an estimated $797 and bringing the position to 2,457 shares worth $377K. The position accounts for 0.04% of the portfolio, ranked #179.

Cardan Capital Partners first reported a position in VIG in Q1 2018 and has held it in 15 quarters since. The position peaked at $380K in Q2 2021. 1,486 funds tracked by Wall St. Rank hold VIG as of Q3 2021.

Cardan Capital Partners held 2,457 shares of Vanguard Dividend Appreciation ETF worth $377K as of Q3 2021.
Cardan Capital Partners bought 5 Vanguard Dividend Appreciation ETF shares in Q3 2021, an estimated $797.
Vanguard Dividend Appreciation ETF made up 0.04% of Cardan Capital Partners's portfolio in Q3 2021, its #179 holding.
Cardan Capital Partners first reported a position in Vanguard Dividend Appreciation ETF in Q1 2018 and has held it in 15 quarters since.
Cardan Capital Partners's Vanguard Dividend Appreciation ETF position peaked at $380K in Q2 2021.
1,486 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2021.

Based on Cardan Capital Partners's 13F filing for Q3 2021, filed 25 Oct 2021.