GFS Private Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

GFS Private Wealth’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 Q4	$26.7M	Buy	+261,964	New	+$25.8M	9.17%	2

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wealthfront Palo Alto, California $10.4B AUM 6.15% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

GFS Private Wealth's VIG Position: Q4 2017 in Review

GFS Private Wealth opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q4 2017: 261,964 shares worth $26.7M. The stake represents 9.17% of the portfolio and ranks #2 among its holdings.

842 funds tracked by Wall St. Rank hold VIG as of Q4 2017.

GFS Private Wealth held 261,964 shares of Vanguard Dividend Appreciation ETF worth $26.7M as of Q4 2017.
Vanguard Dividend Appreciation ETF was a new GFS Private Wealth position in Q4 2017.
Vanguard Dividend Appreciation ETF made up 9.17% of GFS Private Wealth's portfolio in Q4 2017, its #2 holding.
842 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2017.

Based on GFS Private Wealth's 13F filing for Q4 2017, filed 29 Jan 2018.