MAU
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MRA Associates USA’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

MRA Associates USA’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
2019
Q3 		$40.9K Hold
342
– – 0.16% 75
2019
Q2 		$39.4K Hold
342
– – 0.16% 71
2019
Q1 		$37.7K Sell
342
-621
-64% -$65.5K 0.07% 52
2018
Q4 		$94K Buy
+963
New +$100K 0.14% 41

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

MRA Associates USA's VIG Position: Q3 2019 in Review

MRA Associates USA held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q3 2019 at 342 shares worth $40.9K. The position accounts for 0.16% of the portfolio, ranked #75.

MRA Associates USA first reported a position in VIG in Q4 2018 and has held it in 4 quarters since. The position peaked at $94K in Q4 2018. 1,054 funds tracked by Wall St. Rank hold VIG as of Q3 2019.

  • MRA Associates USA held 342 shares of Vanguard Dividend Appreciation ETF worth $40.9K as of Q3 2019.
  • MRA Associates USA left its Vanguard Dividend Appreciation ETF share count unchanged in Q3 2019.
  • Vanguard Dividend Appreciation ETF made up 0.16% of MRA Associates USA's portfolio in Q3 2019, its #75 holding.
  • MRA Associates USA first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 4 quarters since.
  • MRA Associates USA's Vanguard Dividend Appreciation ETF position peaked at $94K in Q4 2018.
  • 1,054 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2019.

Based on MRA Associates USA's 13F filing for Q3 2019, filed 8 Nov 2019.