Institutional & Family Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Institutional & Family Asset Management’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
2024 Q2	$124K	Hold	677	–	–	0.02%	175
2024 Q1	$124K	Sell	677 -49	-7%	-$8.61K	0.02%	168
2023 Q4	$124K	Buy	726 +49	+7%	+$7.88K	0.02%	166
2023 Q3	$105K	Hold	677	–	–	0.02%	172
2023 Q2	$110K	Sell	677 -34	-5%	-$5.32K	0.02%	175
2023 Q1	$110K	Buy	711 +34	+5%	+$5.21K	0.02%	171
2022 Q4	$103K	Hold	677	–	–	0.02%	171
2022 Q3	$92K	Hold	677	–	–	0.02%	175
2022 Q2	$97K	Hold	677	–	–	0.02%	175
2022 Q1	$110K	Hold	677	–	–	0.02%	184
2021 Q4	$116K	Hold	677	–	–	0.02%	193
2021 Q3	$104K	Sell	677 -63	-9%	-$10K	0.02%	236
2021 Q2	$115K	Hold	740	–	–	0.02%	224
2021 Q1	$109K	Buy	+740	New	+$105K	0.02%	254
2019 Q4	–	Sell	-14	Closed	-$2K	–	895
2019 Q3	$2K	Hold	14	–	–	﹤0.01%	735
2019 Q2	$2K	Hold	14	–	–	﹤0.01%	752
2019 Q1	$2K	Sell	14 -2,101	-99%	-$221K	﹤0.01%	747
2018 Q4	$207K	Buy	2,115 +31	+1%	+$3.23K	0.05%	160
2018 Q3	$231K	Buy	2,084 +11	+0.5%	+$1.18K	0.05%	175
2018 Q2	$211K	Hold	2,073	–	–	0.04%	178
2018 Q1	$209K	Buy	2,073 +9	+0.4%	+$933	0.04%	166
2017 Q4	$211K	Buy	+2,064	New	+$203K	0.04%	159

Other funds holding VIG

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

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

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

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Institutional & Family Asset Management's VIG Position: Q2 2024 in Review

Institutional & Family Asset Management held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2024 at 677 shares worth $124K. The position accounts for 0.02% of the portfolio, ranked #175.

Institutional & Family Asset Management first reported a position in VIG in Q4 2017 and has held it in 22 quarters since. The position peaked at $231K in Q3 2018. 2,055 funds tracked by Wall St. Rank hold VIG as of Q2 2024.

Institutional & Family Asset Management held 677 shares of Vanguard Dividend Appreciation ETF worth $124K as of Q2 2024.
Institutional & Family Asset Management left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2024.
Vanguard Dividend Appreciation ETF made up 0.02% of Institutional & Family Asset Management's portfolio in Q2 2024, its #175 holding.
Institutional & Family Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and has held it in 22 quarters since.
Institutional & Family Asset Management's Vanguard Dividend Appreciation ETF position peaked at $231K in Q3 2018.
2,055 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.