Hirtle Callaghan & Co’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Hirtle Callaghan & Co’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	–	Sell	-7,939	Closed	-$1.07M	–	109
2022 Q3	$1.07M	Buy	7,939 +3,175	+67%	+$472K	0.08%	68
2022 Q2	$683K	Hold	4,764	–	–	0.04%	74
2022 Q1	$773K	Sell	4,764 -351	-7%	-$56.6K	0.04%	70
2021 Q4	$879K	Buy	+5,115	New	+$843K	0.04%	52

Other funds holding VIG

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $570B AUM 27.57% 1-Year Est. Return

Hirtle Callaghan & Co's VIG Position: Q4 2022 in Review

Hirtle Callaghan & Co sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2022, closing a stake of 7,939 shares — an estimated $1.07M sold.

Hirtle Callaghan & Co first reported a position in VIG in Q4 2021 and held it in 4 quarters. The position peaked at $1.07M in Q3 2022. 1,792 funds tracked by Wall St. Rank hold VIG as of Q4 2022.

Hirtle Callaghan & Co reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2022 after selling out during the quarter.
Hirtle Callaghan & Co sold 7,939 Vanguard Dividend Appreciation ETF shares in Q4 2022, an estimated $1.07M.
Hirtle Callaghan & Co first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and held it in 4 quarters.
Hirtle Callaghan & Co's Vanguard Dividend Appreciation ETF position peaked at $1.07M in Q3 2022.
1,792 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2022.

Based on Hirtle Callaghan & Co's 13F filing for Q4 2022, filed 14 Feb 2023.