Rinet Company’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Rinet Company’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
2021 Q3	$4M	Buy	26,033 +166	+0.6%	+$26.5K	0.75%	21
2021 Q2	$4M	Hold	25,867	–	–	0.75%	19
2021 Q1	$3.81M	Buy	25,867 +21,795	+535%	+$3.1M	0.78%	20
2020 Q4	$575K	Buy	+4,072	New	+$552K	0.16%	22
2019 Q1	–	Sell	-23,114	Closed	-$2.26M	–	25
2018 Q4	$2.26M	Sell	23,114 -1,600	-6%	-$167K	0.82%	9
2018 Q3	$2.74M	Sell	24,714 -150	-0.6%	-$16.1K	1.01%	11
2018 Q2	$2.53M	Buy	+24,864	New	+$2.53M	0.96%	12

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

Rinet Company's VIG Position: Q3 2021 in Review

Rinet Company increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.64% in Q3 2021, buying an estimated $26.5K and bringing the position to 26,033 shares worth $4M. The position accounts for 0.75% of the portfolio, ranked #21.

Rinet Company first reported a position in VIG in Q2 2018 and has held it in 7 quarters since. The position peaked at $4M in Q2 2021. 1,488 funds tracked by Wall St. Rank hold VIG as of Q3 2021.

Rinet Company held 26,033 shares of Vanguard Dividend Appreciation ETF worth $4M as of Q3 2021.
Rinet Company bought 166 Vanguard Dividend Appreciation ETF shares in Q3 2021, an estimated $26.5K.
Vanguard Dividend Appreciation ETF made up 0.75% of Rinet Company's portfolio in Q3 2021, its #21 holding.
Rinet Company first reported a position in Vanguard Dividend Appreciation ETF in Q2 2018 and has held it in 7 quarters since.
Rinet Company's Vanguard Dividend Appreciation ETF position peaked at $4M in Q2 2021.
1,488 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2021.

Based on Rinet Company's 13F filing for Q3 2021, filed 12 Nov 2021.