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Northwestern Mutual Investment Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Northwestern Mutual Investment Services’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
2015
Q4 		– Sell
-34
Closed -$3K – 361
2015
Q3 		$3K Buy
+34
New +$2.63K ﹤0.01% 133
2014
Q2 		– Sell
-9
Closed -$1K – 168
2014
Q1 		$1K Buy
+9
New +$664 ﹤0.01% 94

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

Northwestern Mutual Investment Services's VIG Position: Q4 2015 in Review

Northwestern Mutual Investment Services sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2015, closing a stake of 34 shares — an estimated $3K sold.

Northwestern Mutual Investment Services first reported a position in VIG in Q1 2014 and held it in 2 quarters. The position peaked at $3K in Q3 2015. 574 funds tracked by Wall St. Rank hold VIG as of Q4 2015.

  • Northwestern Mutual Investment Services reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2015 after selling out during the quarter.
  • Northwestern Mutual Investment Services sold 34 Vanguard Dividend Appreciation ETF shares in Q4 2015, an estimated $3K.
  • Northwestern Mutual Investment Services first reported a position in Vanguard Dividend Appreciation ETF in Q1 2014 and held it in 2 quarters.
  • Northwestern Mutual Investment Services's Vanguard Dividend Appreciation ETF position peaked at $3K in Q3 2015.
  • 574 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2015.

Based on Northwestern Mutual Investment Services's 13F filing for Q4 2015, filed 16 Feb 2016.