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FutureAdvisor’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

FutureAdvisor’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
-2,812
Closed -$222K – 64
2015
Q1 		$222K Buy
+2,812
New +$228K 0.05% 54

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

FutureAdvisor's VIG Position: Q2 2015 in Review

FutureAdvisor sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2015, closing a stake of 2,812 shares — an estimated $222K sold.

FutureAdvisor first reported a position in VIG in Q1 2015 and held it in 1 quarter. The position peaked at $222K in Q1 2015. 542 funds tracked by Wall St. Rank hold VIG as of Q2 2015.

  • FutureAdvisor reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2015 after selling out during the quarter.
  • FutureAdvisor sold 2,812 Vanguard Dividend Appreciation ETF shares in Q2 2015, an estimated $222K.
  • FutureAdvisor first reported a position in Vanguard Dividend Appreciation ETF in Q1 2015 and held it in 1 quarter.
  • FutureAdvisor's Vanguard Dividend Appreciation ETF position peaked at $222K in Q1 2015.
  • 542 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2015.

Based on FutureAdvisor's 13F filing for Q2 2015, filed 14 Aug 2015.