Meeder Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Meeder Asset 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 Q4	–	Sell	-130	Closed	-$18K	–	1981
2022 Q3	$18K	Sell	130 -648	-83%	-$96.4K	﹤0.01%	1143
2022 Q2	$112K	Sell	778 -3,027	-80%	-$461K	0.01%	711
2022 Q1	$617K	Sell	3,805 -133	-3%	-$21.5K	0.03%	364
2021 Q4	$676K	Buy	3,938 +100	+3%	+$16.5K	0.07%	177
2021 Q3	$590K	Sell	3,838 -44	-1%	-$7.01K	0.03%	378
2021 Q2	$601K	Buy	3,882 +206	+6%	+$31.6K	0.03%	415
2021 Q1	$541K	Buy	3,676 +11	+0.3%	+$1.56K	0.03%	436
2020 Q4	$517K	Buy	3,665 +400	+12%	+$54.2K	0.11%	149
2020 Q3	$420K	Buy	3,265 +16	+0.5%	+$2.01K	0.03%	411
2020 Q2	$381K	Buy	3,249 +20	+0.6%	+$2.28K	0.02%	438
2020 Q1	$334K	Sell	3,229 -1,426	-31%	-$170K	0.03%	442
2019 Q4	$580K	Buy	4,655 +22	+0.5%	+$2.66K	0.04%	384
2019 Q3	$554K	Sell	4,633 -201	-4%	-$23.7K	0.04%	389
2019 Q2	$557K	Buy	4,834 +42	+0.9%	+$4.71K	0.04%	393
2019 Q1	$525K	Buy	+4,792	New	+$505K	0.04%	362
2017 Q4	–	Sell	-4,672	Closed	-$443K	–	1811
2017 Q3	$443K	Buy	4,672 +47	+1%	+$4.38K	0.05%	377
2017 Q2	$429K	Buy	4,625 +21	+0.5%	+$1.93K	0.04%	377
2017 Q1	$414K	Buy	4,604 +31	+0.7%	+$2.75K	0.04%	410
2016 Q4	$390K	Buy	+4,573	New	+$385K	0.04%	409

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

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

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

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 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

Meeder Asset Management's VIG Position: Q4 2022 in Review

Meeder Asset Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2022, closing a stake of 130 shares — an estimated $18K sold.

Meeder Asset Management first reported a position in VIG in Q4 2016 and held it in 19 quarters. The position peaked at $676K in Q4 2021. 1,796 funds tracked by Wall St. Rank hold VIG as of Q4 2022.

Meeder Asset Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2022 after selling out during the quarter.
Meeder Asset Management sold 130 Vanguard Dividend Appreciation ETF shares in Q4 2022, an estimated $18K.
Meeder Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2016 and held it in 19 quarters.
Meeder Asset Management's Vanguard Dividend Appreciation ETF position peaked at $676K in Q4 2021.
1,796 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2022.

Based on Meeder Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.