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Sanibel Captiva Investment Advisers’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Sanibel Captiva Investment Advisers’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
2013
Q4 		$2.4M Sell
31,855
-175
-0.5% -$12.7K 1.48% 23
2013
Q3 		$2.23M Buy
32,030
+1,630
+5% +$113K 1.72% 21
2013
Q2 		$2.01M Buy
+30,400
New +$2.04M 1.96% 23

Other funds holding VIG

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Sanibel Captiva Investment Advisers's VIG Position: Q4 2013 in Review

Sanibel Captiva Investment Advisers reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.55% in Q4 2013, selling an estimated $12.7K and leaving 31,855 shares worth $2.4M. The position accounts for 1.48% of the portfolio, ranked #23.

Sanibel Captiva Investment Advisers first reported a position in VIG in Q2 2013 and has held it in 3 quarters since. 414 funds tracked by Wall St. Rank hold VIG as of Q4 2013.

  • Sanibel Captiva Investment Advisers held 31,855 shares of Vanguard Dividend Appreciation ETF worth $2.4M as of Q4 2013.
  • Sanibel Captiva Investment Advisers sold 175 Vanguard Dividend Appreciation ETF shares in Q4 2013, an estimated $12.7K.
  • Vanguard Dividend Appreciation ETF made up 1.48% of Sanibel Captiva Investment Advisers's portfolio in Q4 2013, its #23 holding.
  • Sanibel Captiva Investment Advisers first reported a position in Vanguard Dividend Appreciation ETF in Q2 2013 and has held it in 3 quarters since.
  • 414 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2013.

Based on Sanibel Captiva Investment Advisers's 13F filing for Q4 2013, filed 18 Feb 2014.