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National Planning Corporation’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

National Planning Corporation’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
2017
Q4 		– Sell
-56,021
Closed -$5.31M – 591
2017
Q3 		$5.31M Sell
56,021
-4,417
-7% -$412K 0.44% 41
2017
Q2 		$5.61M Buy
60,438
+8,103
+15% +$743K 0.43% 50
2017
Q1 		$4.69M Buy
52,335
+1,123
+2% +$99.5K 0.35% 59
2016
Q4 		$4.42M Buy
51,212
+4,485
+10% +$377K 0.34% 63
2016
Q3 		$3.87M Buy
46,727
+11,354
+32% +$962K 0.31% 69
2016
Q2 		$3M Buy
35,373
+9,766
+38% +$798K 0.23% 95
2016
Q1 		$2.08M Sell
25,607
-32,382
-56% -$2.48M 0.18% 125
2015
Q4 		$4.32M Buy
57,989
+23,743
+69% +$1.85M 0.35% 61
2015
Q3 		$2.72M Sell
34,246
-18,416
-35% -$1.43M 0.25% 83
2015
Q2 		$4.2M Buy
52,662
+856
+2% +$69.4K 0.38% 57
2015
Q1 		$4.17M Sell
51,806
-32,395
-38% -$2.63M 0.37% 56
2014
Q4 		$6.74M Sell
84,201
-2,743
-3% -$217K 0.48% 41
2014
Q3 		$6.69M Buy
86,944
+3,686
+4% +$286K 0.51% 41
2014
Q2 		$6.49M Sell
83,258
-548
-0.7% -$41.9K 0.51% 44
2014
Q1 		$6.36M Buy
83,806
+9,598
+13% +$708K 0.55% 44
2013
Q4 		$5.59M Buy
74,208
+8,872
+14% +$646K 0.5% 45
2013
Q3 		$4.58M Buy
65,336
+27,314
+72% +$1.89M 0.44% 53
2013
Q2 		$2.52M Buy
+38,022
New +$2.55M 0.31% 79

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

National Planning Corporation's VIG Position: Q4 2017 in Review

National Planning Corporation sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2017, closing a stake of 56,021 shares — an estimated $5.31M sold.

National Planning Corporation first reported a position in VIG in Q2 2013 and held it in 18 quarters. The position peaked at $6.74M in Q4 2014. 842 funds tracked by Wall St. Rank hold VIG as of Q4 2017.

  • National Planning Corporation reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 56,021 Vanguard Dividend Appreciation ETF shares in Q4 2017, an estimated $5.31M.
  • National Planning Corporation first reported a position in Vanguard Dividend Appreciation ETF in Q2 2013 and held it in 18 quarters.
  • National Planning Corporation's Vanguard Dividend Appreciation ETF position peaked at $6.74M in Q4 2014.
  • 842 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.