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East Coast Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

East Coast Asset Management’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
2019
Q3 		– Sell
-2,433
Closed -$280K – 70
2019
Q2 		$280K Buy
2,433
+9
+0.4% +$1.01K 0.07% 63
2019
Q1 		$266K Sell
2,424
-110
-4% -$11.6K 0.07% 65
2018
Q4 		$248K Sell
2,534
-429
-14% -$44.7K 0.08% 63
2018
Q3 		$328K Buy
2,963
+6
+0.2% +$645 0.09% 64
2018
Q2 		$301K Hold
2,957
– – 0.08% 64
2018
Q1 		$299K Sell
2,957
-2,376
-45% -$246K 0.09% 67
2017
Q4 		$544K Sell
5,333
-9,811
-65% -$966K 0.15% 65
2017
Q3 		$1.44M Sell
15,144
-150
-1% -$14K 0.38% 38
2017
Q2 		$1.42M Sell
15,294
-59
-0.4% -$5.41K 0.39% 41
2017
Q1 		$1.38M Sell
15,353
-361
-2% -$32K 0.38% 44
2016
Q4 		$1.34M Sell
15,714
-131
-0.8% -$11K 0.4% 40
2016
Q3 		$1.33M Sell
15,845
-1,475
-9% -$125K 0.69% 41
2016
Q2 		$1.44M Sell
17,320
-365
-2% -$29.8K 0.79% 36
2016
Q1 		$1.44M Sell
17,685
-8,537
-33% -$654K 0.76% 42
2015
Q4 		$2.04M Sell
26,222
-11,541
-31% -$901K 1.12% 35
2015
Q3 		$2.79M Sell
37,763
-783
-2% -$60.7K 1.74% 21
2015
Q2 		$3.03M Sell
38,546
-5,489
-12% -$445K 1.61% 27
2015
Q1 		$3.54M Sell
44,035
-2,195
-5% -$178K 1.88% 16
2014
Q4 		$3.75M Buy
46,230
+2,900
+7% +$229K 2.05% 8
2014
Q3 		$3.33M Sell
43,330
-677
-2% -$52.5K 1.9% 11
2014
Q2 		$3.43M Buy
44,007
+1,611
+4% +$123K 1.89% 12
2014
Q1 		$3.19M Buy
42,396
+1,238
+3% +$91.4K 1.85% 13
2013
Q4 		$3.1M Buy
41,158
+1,941
+5% +$141K 1.81% 12
2013
Q3 		$2.73M Sell
39,217
-114,279
-74% -$7.91M 1.79% 10
2013
Q2 		$10.2M Buy
+153,496
New +$10.3M 5.51% 2

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

East Coast Asset Management's VIG Position: Q3 2019 in Review

East Coast Asset Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2019, closing a stake of 2,433 shares — an estimated $280K sold.

East Coast Asset Management first reported a position in VIG in Q2 2013 and held it in 25 quarters. The position peaked at $10.2M in Q2 2013. 1,055 funds tracked by Wall St. Rank hold VIG as of Q3 2019.

  • East Coast Asset Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2019 after selling out during the quarter.
  • East Coast Asset Management sold 2,433 Vanguard Dividend Appreciation ETF shares in Q3 2019, an estimated $280K.
  • East Coast Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2013 and held it in 25 quarters.
  • East Coast Asset Management's Vanguard Dividend Appreciation ETF position peaked at $10.2M in Q2 2013.
  • 1,055 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2019.

Based on East Coast Asset Management's 13F filing for Q3 2019, filed 14 Nov 2019.