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Ergoteles’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Ergoteles’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
-61,441
Closed -$8.81M – 2011
2022
Q2 		$8.81M Buy
61,441
+47,142
+330% +$7.18M 0.26% 105
2022
Q1 		$2.32M Buy
+14,299
New +$2.31M 0.09% 231

Other funds holding VIG

CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $666B AUM 30.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
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

Ergoteles's VIG Position: Q3 2022 in Review

Ergoteles sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2022, closing a stake of 61,441 shares — an estimated $8.81M sold.

Ergoteles first reported a position in VIG in Q1 2022 and held it in 2 quarters. The position peaked at $8.81M in Q2 2022. 1,643 funds tracked by Wall St. Rank hold VIG as of Q3 2022.

  • Ergoteles reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2022 after selling out during the quarter.
  • Ergoteles sold 61,441 Vanguard Dividend Appreciation ETF shares in Q3 2022, an estimated $8.81M.
  • Ergoteles first reported a position in Vanguard Dividend Appreciation ETF in Q1 2022 and held it in 2 quarters.
  • Ergoteles's Vanguard Dividend Appreciation ETF position peaked at $8.81M in Q2 2022.
  • 1,643 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2022.

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