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

ETF Portfolio 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
2015
Q2 		– Sell
-60,089
Closed -$4.83M – 22
2015
Q1 		$4.83M Buy
60,089
+229
+0.4% +$18.6K 4.31% 10
2014
Q4 		$4.86M Buy
+59,860
New +$4.73M 4.56% 9

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

ETF Portfolio Partners's VIG Position: Q2 2015 in Review

ETF Portfolio Partners sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2015, closing a stake of 60,089 shares — an estimated $4.83M sold.

ETF Portfolio Partners first reported a position in VIG in Q4 2014 and held it in 2 quarters. The position peaked at $4.86M in Q4 2014. 542 funds tracked by Wall St. Rank hold VIG as of Q2 2015.

  • ETF Portfolio Partners reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2015 after selling out during the quarter.
  • ETF Portfolio Partners sold 60,089 Vanguard Dividend Appreciation ETF shares in Q2 2015, an estimated $4.83M.
  • ETF Portfolio Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2014 and held it in 2 quarters.
  • ETF Portfolio Partners's Vanguard Dividend Appreciation ETF position peaked at $4.86M in Q4 2014.
  • 542 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2015.

Based on ETF Portfolio Partners's 13F filing for Q2 2015, filed 16 Jul 2015.