Robertson Stephens Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Robertson Stephens 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
2017 Q2	–	Sell	-4,553	Closed	-$409K	–	86
2017 Q1	$409K	Sell	4,553 -5,600	-55%	-$496K	0.37%	59
2016 Q4	$865K	Buy	+10,153	New	+$854K	0.49%	56

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

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Robertson Stephens Advisors's VIG Position: Q2 2017 in Review

Robertson Stephens Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2017, closing a stake of 4,553 shares — an estimated $409K sold.

Robertson Stephens Advisors first reported a position in VIG in Q4 2016 and held it in 2 quarters. The position peaked at $865K in Q4 2016. 710 funds tracked by Wall St. Rank hold VIG as of Q2 2017.

Robertson Stephens Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2017 after selling out during the quarter.
Robertson Stephens Advisors sold 4,553 Vanguard Dividend Appreciation ETF shares in Q2 2017, an estimated $409K.
Robertson Stephens Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2016 and held it in 2 quarters.
Robertson Stephens Advisors's Vanguard Dividend Appreciation ETF position peaked at $865K in Q4 2016.
710 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2017.

Based on Robertson Stephens Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.