Permit Capital Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Permit Capital Advisors’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 Q1	$2.3M	Buy	+14,049	New	+$2.27M	0.88%	31

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Permit Capital Advisors's VIG Position: Q1 2022 in Review

Permit Capital Advisors opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q1 2022: 14,049 shares worth $2.3M. The stake represents 0.88% of the portfolio and ranks #31 among its holdings.

1,721 funds tracked by Wall St. Rank hold VIG as of Q1 2022.

Permit Capital Advisors held 14,049 shares of Vanguard Dividend Appreciation ETF worth $2.3M as of Q1 2022.
Vanguard Dividend Appreciation ETF was a new Permit Capital Advisors position in Q1 2022.
Vanguard Dividend Appreciation ETF made up 0.88% of Permit Capital Advisors's portfolio in Q1 2022, its #31 holding.
1,721 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2022.

Based on Permit Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.