Cumberland Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Cumberland 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
2022 Q3	–	Sell	-6,075	Closed	-$872K	–	173
2022 Q2	$872K	Sell	6,075 -2,025	-25%	-$308K	0.08%	114
2022 Q1	$1.31M	Hold	8,100	–	–	0.1%	107
2021 Q4	$1.39M	Buy	8,100 +2,400	+42%	+$396K	0.1%	116
2021 Q3	$876K	Hold	5,700	–	–	0.07%	131
2021 Q2	$882K	Hold	5,700	–	–	0.07%	128
2021 Q1	$838K	Buy	5,700 +4,100	+256%	+$583K	0.07%	133
2020 Q4	$226K	Sell	1,600 -3,200	-67%	-$434K	0.02%	157
2020 Q3	$618K	Buy	+4,800	New	+$604K	0.06%	121

Other funds holding VIG

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Cumberland Partners's VIG Position: Q3 2022 in Review

Cumberland Partners sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2022, closing a stake of 6,075 shares — an estimated $872K sold.

Cumberland Partners first reported a position in VIG in Q3 2020 and held it in 8 quarters. The position peaked at $1.39M in Q4 2021. 1,643 funds tracked by Wall St. Rank hold VIG as of Q3 2022.

Cumberland Partners reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2022 after selling out during the quarter.
Cumberland Partners sold 6,075 Vanguard Dividend Appreciation ETF shares in Q3 2022, an estimated $872K.
Cumberland Partners first reported a position in Vanguard Dividend Appreciation ETF in Q3 2020 and held it in 8 quarters.
Cumberland Partners's Vanguard Dividend Appreciation ETF position peaked at $1.39M in Q4 2021.
1,643 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2022.

Based on Cumberland Partners's 13F filing for Q3 2022, filed 14 Nov 2022.