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Keel Point Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Keel Point Advisors’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
2014
Q4 		$7.89M Buy
+97,238
New +$7.69M 6.35% 3

Other funds holding VIG

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Keel Point Advisors's VIG Position: Q4 2014 in Review

Keel Point Advisors opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q4 2014: 97,238 shares worth $7.89M. The stake represents 6.35% of the portfolio and ranks #3 among its holdings.

524 funds tracked by Wall St. Rank hold VIG as of Q4 2014.

  • Keel Point Advisors held 97,238 shares of Vanguard Dividend Appreciation ETF worth $7.89M as of Q4 2014.
  • Vanguard Dividend Appreciation ETF was a new Keel Point Advisors position in Q4 2014.
  • Vanguard Dividend Appreciation ETF made up 6.35% of Keel Point Advisors's portfolio in Q4 2014, its #3 holding.
  • 524 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2014.

Based on Keel Point Advisors's 13F filing for Q4 2014, filed 6 Feb 2015.