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

Institutional & Family Asset Management’s Portfolio VIGI Stock Details VIGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$26K	Buy	320 +267	+504%	+$21.4K	﹤0.01%	303
2024 Q1	$4.32K	Hold	53	–	–	﹤0.01%	514
2023 Q4	$4.21K	Hold	53	–	–	﹤0.01%	502
2023 Q3	$3.78K	Hold	53	–	–	﹤0.01%	497
2023 Q2	$3.98K	Hold	53	–	–	﹤0.01%	508
2023 Q1	$3.9K	Buy	+53	New	+$3.84K	﹤0.01%	508
2022 Q3	–	Sell	-360	Closed	-$25K	–	783
2022 Q2	$25K	Hold	360	–	–	﹤0.01%	295
2022 Q1	$28K	Hold	360	–	–	﹤0.01%	321
2021 Q4	$31K	Hold	360	–	–	﹤0.01%	319
2021 Q3	$31K	Hold	360	–	–	0.01%	400
2021 Q2	$31K	Hold	360	–	–	0.01%	417
2021 Q1	$30K	Buy	+360	New	+$30K	0.01%	442

Other funds holding VIGI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

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

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

ECG

Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return

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

Institutional & Family Asset Management increased its Vanguard International Dividend Appreciation ETF (VIGI) stake by 504% in Q2 2024, buying an estimated $21.4K and bringing the position to 320 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

Institutional & Family Asset Management first reported a position in VIGI in Q1 2021 and has held it in 12 quarters since. The position peaked at $31K in Q4 2021. 438 funds tracked by Wall St. Rank hold VIGI as of Q2 2024.

Institutional & Family Asset Management held 320 shares of Vanguard International Dividend Appreciation ETF worth $26K as of Q2 2024.
Institutional & Family Asset Management bought 267 Vanguard International Dividend Appreciation ETF shares in Q2 2024, an estimated $21.4K.
Vanguard International Dividend Appreciation ETF made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #303 holding.
Institutional & Family Asset Management first reported a position in Vanguard International Dividend Appreciation ETF in Q1 2021 and has held it in 12 quarters since.
Institutional & Family Asset Management's Vanguard International Dividend Appreciation ETF position peaked at $31K in Q4 2021.
438 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q2 2024.

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