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Prelude Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Prelude Capital Management’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
2023
Q2 		– Sell
-3,436
Closed -$529K – 1363
2023
Q1 		$529K Buy
+3,436
New +$526K 0.03% 443

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Prelude Capital Management's VIG Position: Q2 2023 in Review

Prelude Capital Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2023, closing a stake of 3,436 shares — an estimated $529K sold.

Prelude Capital Management first reported a position in VIG in Q1 2023 and held it in 1 quarter. The position peaked at $529K in Q1 2023. 1,797 funds tracked by Wall St. Rank hold VIG as of Q2 2023.

  • Prelude Capital Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2023 after selling out during the quarter.
  • Prelude Capital Management sold 3,436 Vanguard Dividend Appreciation ETF shares in Q2 2023, an estimated $529K.
  • Prelude Capital Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2023 and held it in 1 quarter.
  • Prelude Capital Management's Vanguard Dividend Appreciation ETF position peaked at $529K in Q1 2023.
  • 1,797 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2023.

Based on Prelude Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.