Column Capital Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Column Capital 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
2023 Q3	$106K	Sell	684 -79	-10%	-$12.8K	0.02%	212
2023 Q2	$124K	Sell	763 -732	-49%	-$115K	0.02%	194
2023 Q1	$230K	Buy	1,495 +1,177	+370%	+$180K	0.03%	128
2022 Q4	$48.2K	Buy	318 +1	+0.3%	+$149	0.01%	303
2022 Q3	$43K	Hold	317	–	–	0.01%	295
2022 Q2	$45K	Hold	317	–	–	0.01%	295
2022 Q1	$51K	Sell	317 -39	-11%	-$6.29K	0.01%	288
2021 Q4	$61K	Buy	356 +1	+0.3%	+$165	0.01%	268
2021 Q3	$55K	Hold	355	–	–	0.01%	263
2021 Q2	$55K	Buy	355 +21	+6%	+$3.22K	0.01%	263
2021 Q1	$49K	Hold	334	–	–	0.01%	271
2020 Q4	$47K	Buy	334 +1	+0.3%	+$136	0.01%	282
2020 Q3	$43K	Buy	333 +75	+29%	+$9.44K	0.01%	271
2020 Q2	$30K	Buy	+258	New	+$29.4K	0.01%	323

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Column Capital Advisors's VIG Position: Q3 2023 in Review

Column Capital Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 10% in Q3 2023, selling an estimated $12.8K and leaving 684 shares worth $106K. The position accounts for 0.02% of the portfolio, ranked #212.

Column Capital Advisors first reported a position in VIG in Q2 2020 and has held it in 14 quarters since. The position peaked at $230K in Q1 2023. 1,827 funds tracked by Wall St. Rank hold VIG as of Q3 2023.

Column Capital Advisors held 684 shares of Vanguard Dividend Appreciation ETF worth $106K as of Q3 2023.
Column Capital Advisors sold 79 Vanguard Dividend Appreciation ETF shares in Q3 2023, an estimated $12.8K.
Vanguard Dividend Appreciation ETF made up 0.02% of Column Capital Advisors's portfolio in Q3 2023, its #212 holding.
Column Capital Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q2 2020 and has held it in 14 quarters since.
Column Capital Advisors's Vanguard Dividend Appreciation ETF position peaked at $230K in Q1 2023.
1,827 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.