Palo Capital’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Palo 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
2018 Q4	$228K	Buy	+2,331	New	+$243K	0.1%	132

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

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Palo Capital's VIG Position: Q4 2018 in Review

Palo Capital opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q4 2018: 2,331 shares worth $228K. The stake represents 0.1% of the portfolio and ranks #132 among its holdings.

986 funds tracked by Wall St. Rank hold VIG as of Q4 2018.

Palo Capital held 2,331 shares of Vanguard Dividend Appreciation ETF worth $228K as of Q4 2018.
Vanguard Dividend Appreciation ETF was a new Palo Capital position in Q4 2018.
Vanguard Dividend Appreciation ETF made up 0.1% of Palo Capital's portfolio in Q4 2018, its #132 holding.
986 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2018.

Based on Palo Capital's 13F filing for Q4 2018, filed 30 Jan 2019.