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Old Mission Capital’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Old Mission Capital’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
-7,400
Closed -$1M – 1745
2022
Q3 		$1M Buy
+7,400
New +$1.1M 0.03% 401

Other funds holding VIG

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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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Old Mission Capital's VIG Position: Q4 2022 in Review

Old Mission Capital sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2022, closing a stake of 7,400 shares — an estimated $1M sold.

Old Mission Capital first reported a position in VIG in Q3 2022 and held it in 1 quarter. The position peaked at $1M in Q3 2022. 1,793 funds tracked by Wall St. Rank hold VIG as of Q4 2022.

  • Old Mission Capital reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2022 after selling out during the quarter.
  • Old Mission Capital sold 7,400 Vanguard Dividend Appreciation ETF shares in Q4 2022, an estimated $1M.
  • Old Mission Capital first reported a position in Vanguard Dividend Appreciation ETF in Q3 2022 and held it in 1 quarter.
  • Old Mission Capital's Vanguard Dividend Appreciation ETF position peaked at $1M in Q3 2022.
  • 1,793 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2022.

Based on Old Mission Capital's 13F filing for Q4 2022, filed 14 Feb 2023.