Lebenthal Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Lebenthal Wealth 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
2016 Q2	$1.12M	Buy	+13,443	New	+$1.1M	3.3%	4

Other funds holding VIG

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

Lebenthal Wealth Advisors's VIG Position: Q2 2016 in Review

Lebenthal Wealth Advisors opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2016: 13,443 shares worth $1.12M. The stake represents 3.3% of the portfolio and ranks #4 among its holdings.

598 funds tracked by Wall St. Rank hold VIG as of Q2 2016.

Lebenthal Wealth Advisors held 13,443 shares of Vanguard Dividend Appreciation ETF worth $1.12M as of Q2 2016.
Vanguard Dividend Appreciation ETF was a new Lebenthal Wealth Advisors position in Q2 2016.
Vanguard Dividend Appreciation ETF made up 3.3% of Lebenthal Wealth Advisors's portfolio in Q2 2016, its #4 holding.
598 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2016.

Based on Lebenthal Wealth Advisors's 13F filing for Q2 2016, filed 11 Aug 2016.