Fiduciary Services Corp’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Fiduciary Services Corp’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 Q1	$864K	Buy	10,735 +1,411	+15%	+$114K	0.28%	101
2014 Q4	$757K	Buy	9,324 +2,348	+34%	+$186K	0.26%	103
2014 Q3	$537K	Buy	6,976 +390	+6%	+$30.2K	0.2%	114
2014 Q2	$513K	Buy	6,586 +1,635	+33%	+$125K	0.19%	114
2014 Q1	$372K	Buy	4,951 +524	+12%	+$38.7K	0.15%	128
2013 Q4	$333K	Buy	4,427 +152	+4%	+$11.1K	0.13%	129
2013 Q3	$298K	Buy	4,275 +1,017	+31%	+$70.4K	0.13%	122
2013 Q2	$216K	Buy	+3,258	New	+$219K	0.1%	137

Other funds holding VIG

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

Fiduciary Services Corp's VIG Position: Q1 2015 in Review

Fiduciary Services Corp increased its Vanguard Dividend Appreciation ETF (VIG) stake by 15% in Q1 2015, buying an estimated $114K and bringing the position to 10,735 shares worth $864K. The position accounts for 0.28% of the portfolio, ranked #101.

Fiduciary Services Corp first reported a position in VIG in Q2 2013 and has held it in 8 quarters since. 542 funds tracked by Wall St. Rank hold VIG as of Q1 2015.

Fiduciary Services Corp held 10,735 shares of Vanguard Dividend Appreciation ETF worth $864K as of Q1 2015.
Fiduciary Services Corp bought 1,411 Vanguard Dividend Appreciation ETF shares in Q1 2015, an estimated $114K.
Vanguard Dividend Appreciation ETF made up 0.28% of Fiduciary Services Corp's portfolio in Q1 2015, its #101 holding.
Fiduciary Services Corp first reported a position in Vanguard Dividend Appreciation ETF in Q2 2013 and has held it in 8 quarters since.
542 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2015.

Based on Fiduciary Services Corp's 13F filing for Q1 2015, filed 14 May 2015.