Gallagher Benefit Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Gallagher Benefit Services’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 Q4	$245K	Buy	+1,616	New	+$241K	0.05%	157

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Gallagher Benefit Services's VIG Position: Q4 2022 in Review

Gallagher Benefit Services opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q4 2022: 1,616 shares worth $245K. The stake represents 0.05% of the portfolio and ranks #157 among its holdings.

1,795 funds tracked by Wall St. Rank hold VIG as of Q4 2022.

Gallagher Benefit Services held 1,616 shares of Vanguard Dividend Appreciation ETF worth $245K as of Q4 2022.
Vanguard Dividend Appreciation ETF was a new Gallagher Benefit Services position in Q4 2022.
Vanguard Dividend Appreciation ETF made up 0.05% of Gallagher Benefit Services's portfolio in Q4 2022, its #157 holding.
1,795 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2022.

Based on Gallagher Benefit Services's 13F filing for Q4 2022, filed 27 Feb 2023.