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Jackson Square Capital’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Jackson Square 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
2020
Q4 		– Sell
-37
Closed -$5K – 323
2020
Q3 		$5K Buy
+37
New +$4.66K ﹤0.01% 302

Other funds holding VIG

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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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jackson Square Capital's VIG Position: Q4 2020 in Review

Jackson Square Capital sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2020, closing a stake of 37 shares — an estimated $5K sold.

Jackson Square Capital first reported a position in VIG in Q3 2020 and held it in 1 quarter. The position peaked at $5K in Q3 2020. 1,410 funds tracked by Wall St. Rank hold VIG as of Q4 2020.

  • Jackson Square Capital reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2020 after selling out during the quarter.
  • Jackson Square Capital sold 37 Vanguard Dividend Appreciation ETF shares in Q4 2020, an estimated $5K.
  • Jackson Square Capital first reported a position in Vanguard Dividend Appreciation ETF in Q3 2020 and held it in 1 quarter.
  • Jackson Square Capital's Vanguard Dividend Appreciation ETF position peaked at $5K in Q3 2020.
  • 1,410 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2020.

Based on Jackson Square Capital's 13F filing for Q4 2020, filed 5 Mar 2021.