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IFC Holdings’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

IFC Holdings’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
2018
Q1 		– Sell
-18,324
Closed -$1.87M – 406
2017
Q4 		$1.87M Sell
18,324
-528
-3% -$52K 0.13% 113
2017
Q3 		$1.79M Buy
18,852
+7,450
+65% +$695K 0.12% 122
2017
Q2 		$1.06M Buy
11,402
+1,587
+16% +$146K 0.08% 174
2017
Q1 		$876K Buy
9,815
+2,282
+30% +$202K 0.08% 175
2016
Q4 		$645K Sell
7,533
-2,015
-21% -$169K 0.06% 199
2016
Q3 		$802K Sell
9,548
-15,752
-62% -$1.34M 0.08% 168
2016
Q2 		$2.1M Buy
25,300
+2,531
+11% +$207K 0.24% 79
2016
Q1 		$1.86M Sell
22,769
-130
-0.6% -$9.97K 0.23% 73
2015
Q4 		$1.78M Sell
22,899
-332
-1% -$25.9K 0.24% 77
2015
Q3 		$1.72M Sell
23,231
-10,136
-30% -$785K 0.26% 78
2015
Q2 		$2.67M Buy
33,367
+834
+3% +$67.6K 0.39% 52
2015
Q1 		$2.61M Buy
32,533
+1,734
+6% +$141K 0.4% 60
2014
Q4 		$2.55M Buy
30,799
+230
+0.8% +$18.2K 0.42% 60
2014
Q3 		$2.35M Sell
30,569
-3,487
-10% -$270K 0.42% 61
2014
Q2 		$2.66M Sell
34,056
-278
-0.8% -$21.3K 0.49% 51
2014
Q1 		$2.56M Sell
34,334
-6,531
-16% -$482K 0.53% 46
2013
Q4 		$3.07M Sell
40,865
-17,551
-30% -$1.28M 0.65% 35
2013
Q3 		$4.08M Buy
58,416
+5,209
+10% +$360K 0.89% 21
2013
Q2 		$3.53M Buy
+53,207
New +$3.57M 0.84% 21

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

IFC Holdings's VIG Position: Q1 2018 in Review

IFC Holdings sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2018, closing a stake of 18,324 shares — an estimated $1.87M sold.

IFC Holdings first reported a position in VIG in Q2 2013 and held it in 19 quarters. The position peaked at $4.08M in Q3 2013. 842 funds tracked by Wall St. Rank hold VIG as of Q1 2018.

  • IFC Holdings reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2018 after selling out during the quarter.
  • IFC Holdings sold 18,324 Vanguard Dividend Appreciation ETF shares in Q1 2018, an estimated $1.87M.
  • IFC Holdings first reported a position in Vanguard Dividend Appreciation ETF in Q2 2013 and held it in 19 quarters.
  • IFC Holdings's Vanguard Dividend Appreciation ETF position peaked at $4.08M in Q3 2013.
  • 842 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.