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Inscription Capital’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Inscription Capital’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
Q3 		– Sell
-287,059
Closed -$44.4M – 390
2021
Q2 		$44.4M Buy
+287,059
New +$44.1M 5.05% 5
2019
Q1 		– Sell
-1,100
Closed -$108K – 286
2018
Q4 		$108K Buy
+1,100
New +$115K 0.06% 156

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Inscription Capital's VIG Position: Q3 2021 in Review

Inscription Capital sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2021, closing a stake of 287,059 shares — an estimated $44.4M sold.

Inscription Capital first reported a position in VIG in Q4 2018 and held it in 2 quarters. The position peaked at $44.4M in Q2 2021. 1,486 funds tracked by Wall St. Rank hold VIG as of Q3 2021.

  • Inscription Capital reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2021 after selling out during the quarter.
  • Inscription Capital sold 287,059 Vanguard Dividend Appreciation ETF shares in Q3 2021, an estimated $44.4M.
  • Inscription Capital first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and held it in 2 quarters.
  • Inscription Capital's Vanguard Dividend Appreciation ETF position peaked at $44.4M in Q2 2021.
  • 1,486 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2021.

Based on Inscription Capital's 13F filing for Q3 2021, filed 9 Nov 2021.