KC
VIG icon

KHP Capital’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

KHP 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
2018
Q3 		$166K Hold
1,497
– – 0.1% 73
2018
Q2 		$152K Hold
1,497
– – 0.1% 72
2018
Q1 		$151K Buy
+1,497
New +$155K 0.1% 72

Other funds holding VIG

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
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

KHP Capital's VIG Position: Q3 2018 in Review

KHP Capital held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q3 2018 at 1,497 shares worth $166K. The position accounts for 0.1% of the portfolio, ranked #73.

KHP Capital first reported a position in VIG in Q1 2018 and has held it in 3 quarters since. 911 funds tracked by Wall St. Rank hold VIG as of Q3 2018.

  • KHP Capital held 1,497 shares of Vanguard Dividend Appreciation ETF worth $166K as of Q3 2018.
  • KHP Capital left its Vanguard Dividend Appreciation ETF share count unchanged in Q3 2018.
  • Vanguard Dividend Appreciation ETF made up 0.1% of KHP Capital's portfolio in Q3 2018, its #73 holding.
  • KHP Capital first reported a position in Vanguard Dividend Appreciation ETF in Q1 2018 and has held it in 3 quarters since.
  • 911 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2018.

Based on KHP Capital's 13F filing for Q3 2018, filed 8 Nov 2018.