Cleary Gull’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Cleary Gull’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
2015 Q1	$111K	Buy	+1,385	New	+$112K	0.1%	27

Other funds holding VIG

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Cleary Gull's VIG Position: Q1 2015 in Review

Cleary Gull opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q1 2015: 1,385 shares worth $111K. The stake represents 0.1% of the portfolio and ranks #27 among its holdings.

542 funds tracked by Wall St. Rank hold VIG as of Q1 2015.

Cleary Gull held 1,385 shares of Vanguard Dividend Appreciation ETF worth $111K as of Q1 2015.
Vanguard Dividend Appreciation ETF was a new Cleary Gull position in Q1 2015.
Vanguard Dividend Appreciation ETF made up 0.1% of Cleary Gull's portfolio in Q1 2015, its #27 holding.
542 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2015.

Based on Cleary Gull's 13F filing for Q1 2015, filed 13 May 2015.