Clarfeld Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Clarfeld Financial Advisors’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
2018 Q4	$189K	Buy	+1,932	New	+$201K	0.16%	49

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

CSIA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Clarfeld Financial Advisors's VIG Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q4 2018: 1,932 shares worth $189K. The stake represents 0.16% of the portfolio and ranks #49 among its holdings.

986 funds tracked by Wall St. Rank hold VIG as of Q4 2018.

Clarfeld Financial Advisors held 1,932 shares of Vanguard Dividend Appreciation ETF worth $189K as of Q4 2018.
Vanguard Dividend Appreciation ETF was a new Clarfeld Financial Advisors position in Q4 2018.
Vanguard Dividend Appreciation ETF made up 0.16% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #49 holding.
986 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.