KerberRose Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

KerberRose Wealth 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
2022 Q2	$3.07M	Buy	+21,390	New	+$3.26M	2.5%	7

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

KerberRose Wealth Management's VIG Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2022: 21,390 shares worth $3.07M. The stake represents 2.5% of the portfolio and ranks #7 among its holdings.

1,688 funds tracked by Wall St. Rank hold VIG as of Q2 2022.

KerberRose Wealth Management held 21,390 shares of Vanguard Dividend Appreciation ETF worth $3.07M as of Q2 2022.
Vanguard Dividend Appreciation ETF was a new KerberRose Wealth Management position in Q2 2022.
Vanguard Dividend Appreciation ETF made up 2.5% of KerberRose Wealth Management's portfolio in Q2 2022, its #7 holding.
1,688 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.