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Farr Miller & Washington’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Farr Miller & Washington’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
2017
Q3 		– Sell
-2,567
Closed -$238K – 159
2017
Q2 		$238K Buy
+2,567
New +$235K 0.02% 145

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
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Farr Miller & Washington's VIG Position: Q3 2017 in Review

Farr Miller & Washington sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2017, closing a stake of 2,567 shares — an estimated $238K sold.

Farr Miller & Washington first reported a position in VIG in Q2 2017 and held it in 1 quarter. The position peaked at $238K in Q2 2017. 718 funds tracked by Wall St. Rank hold VIG as of Q3 2017.

  • Farr Miller & Washington reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2017 after selling out during the quarter.
  • Farr Miller & Washington sold 2,567 Vanguard Dividend Appreciation ETF shares in Q3 2017, an estimated $238K.
  • Farr Miller & Washington first reported a position in Vanguard Dividend Appreciation ETF in Q2 2017 and held it in 1 quarter.
  • Farr Miller & Washington's Vanguard Dividend Appreciation ETF position peaked at $238K in Q2 2017.
  • 718 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2017.

Based on Farr Miller & Washington's 13F filing for Q3 2017, filed 9 Nov 2017.