ISL
VIG icon

Ingalls & Snyder LLC’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Ingalls & Snyder LLC’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
2016
Q4 		– Sell
-2,800
Closed -$235K – 427
2016
Q3 		$235K Hold
2,800
– – 0.01% 347
2016
Q2 		$233K Buy
+2,800
New +$229K 0.01% 365

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
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

Ingalls & Snyder LLC's VIG Position: Q4 2016 in Review

Ingalls & Snyder LLC sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2016, closing a stake of 2,800 shares — an estimated $235K sold.

Ingalls & Snyder LLC first reported a position in VIG in Q2 2016 and held it in 2 quarters. The position peaked at $235K in Q3 2016. 676 funds tracked by Wall St. Rank hold VIG as of Q4 2016.

  • Ingalls & Snyder LLC reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2016 after selling out during the quarter.
  • Ingalls & Snyder LLC sold 2,800 Vanguard Dividend Appreciation ETF shares in Q4 2016, an estimated $235K.
  • Ingalls & Snyder LLC first reported a position in Vanguard Dividend Appreciation ETF in Q2 2016 and held it in 2 quarters.
  • Ingalls & Snyder LLC's Vanguard Dividend Appreciation ETF position peaked at $235K in Q3 2016.
  • 676 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2016.

Based on Ingalls & Snyder LLC's 13F filing for Q4 2016, filed 25 Jan 2017.