NEXT Financial Holdings’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

NEXT Financial Holdings’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 Q1	$362K	Buy	+3,302	New	+$348K	0.09%	204

Other funds holding VIG

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

NEXT Financial Holdings's VIG Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q1 2019: 3,302 shares worth $362K. The stake represents 0.09% of the portfolio and ranks #204 among its holdings.

1,024 funds tracked by Wall St. Rank hold VIG as of Q1 2019.

NEXT Financial Holdings held 3,302 shares of Vanguard Dividend Appreciation ETF worth $362K as of Q1 2019.
Vanguard Dividend Appreciation ETF was a new NEXT Financial Holdings position in Q1 2019.
Vanguard Dividend Appreciation ETF made up 0.09% of NEXT Financial Holdings's portfolio in Q1 2019, its #204 holding.
1,024 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.