Marshall Wace
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Marshall Wace’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Marshall Wace’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
2021
Q4 		– Sell
-1,790
Closed -$275K – 4308
2021
Q3 		$275K Buy
+1,790
New +$285K ﹤0.01% 2686

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Marshall Wace's VIG Position: Q4 2021 in Review

Marshall Wace sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2021, closing a stake of 1,790 shares — an estimated $275K sold.

Marshall Wace first reported a position in VIG in Q3 2021 and held it in 1 quarter. The position peaked at $275K in Q3 2021. 1,719 funds tracked by Wall St. Rank hold VIG as of Q4 2021.

  • Marshall Wace reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2021 after selling out during the quarter.
  • Marshall Wace sold 1,790 Vanguard Dividend Appreciation ETF shares in Q4 2021, an estimated $275K.
  • Marshall Wace first reported a position in Vanguard Dividend Appreciation ETF in Q3 2021 and held it in 1 quarter.
  • Marshall Wace's Vanguard Dividend Appreciation ETF position peaked at $275K in Q3 2021.
  • 1,719 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2021.

Based on Marshall Wace's 13F filing for Q4 2021, filed 14 Feb 2022.