GD
VIG icon

Grandfield & Dodd’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Grandfield & Dodd’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
2021
Q1 		– Sell
-2,110
Closed -$300K – 202
2020
Q4 		$300K Buy
+2,110
New +$286K 0.02% 155

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Grandfield & Dodd's VIG Position: Q1 2021 in Review

Grandfield & Dodd sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2021, closing a stake of 2,110 shares — an estimated $300K sold.

Grandfield & Dodd first reported a position in VIG in Q4 2020 and held it in 1 quarter. The position peaked at $300K in Q4 2020. 1,440 funds tracked by Wall St. Rank hold VIG as of Q1 2021.

  • Grandfield & Dodd reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2021 after selling out during the quarter.
  • Grandfield & Dodd sold 2,110 Vanguard Dividend Appreciation ETF shares in Q1 2021, an estimated $300K.
  • Grandfield & Dodd first reported a position in Vanguard Dividend Appreciation ETF in Q4 2020 and held it in 1 quarter.
  • Grandfield & Dodd's Vanguard Dividend Appreciation ETF position peaked at $300K in Q4 2020.
  • 1,440 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2021.

Based on Grandfield & Dodd's 13F filing for Q1 2021, filed 22 Apr 2021.