Edge Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Edge 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 Q2	$1.85M	Buy	18,218 +3,837	+27%	+$391K	0.17%	125
2018 Q1	$1.45M	Buy	14,381 +3,293	+30%	+$341K	0.14%	136
2017 Q4	$1.13M	Buy	11,088 +3	+0%	+$295	0.11%	153
2017 Q3	$1.05M	Buy	11,085 +973	+10%	+$90.8K	0.11%	149
2017 Q2	$937K	Buy	10,112 +552	+6%	+$50.6K	0.11%	158
2017 Q1	$859K	Buy	9,560 +3	+0%	+$266	0.11%	170
2016 Q4	$814K	Buy	+9,557	New	+$804K	0.1%	164

Other funds holding VIG

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

Wealthfront Palo Alto, California $10.4B AUM 6.15% 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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Edge Advisors's VIG Position: Q2 2018 in Review

Edge Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 27% in Q2 2018, buying an estimated $391K and bringing the position to 18,218 shares worth $1.85M. The position accounts for 0.17% of the portfolio, ranked #125.

Edge Advisors first reported a position in VIG in Q4 2016 and has held it in 7 quarters since. 857 funds tracked by Wall St. Rank hold VIG as of Q2 2018.

Edge Advisors held 18,218 shares of Vanguard Dividend Appreciation ETF worth $1.85M as of Q2 2018.
Edge Advisors bought 3,837 Vanguard Dividend Appreciation ETF shares in Q2 2018, an estimated $391K.
Vanguard Dividend Appreciation ETF made up 0.17% of Edge Advisors's portfolio in Q2 2018, its #125 holding.
Edge Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2016 and has held it in 7 quarters since.
857 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.