Signature Financial Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Signature Financial 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
2018 Q4	$521K	Buy	+5,315	New	+$554K	0.13%	68
2018 Q3	–	Sell	-2,720	Closed	-$276K	–	171
2018 Q2	$276K	Hold	2,720	–	–	0.06%	128
2018 Q1	$275K	Hold	2,720	–	–	0.06%	128
2017 Q4	$278K	Hold	2,720	–	–	0.08%	102
2017 Q3	$258K	Hold	2,720	–	–	0.08%	135
2017 Q2	$252K	Hold	2,720	–	–	0.08%	128
2017 Q1	$245K	Hold	2,720	–	–	0.08%	129
2016 Q4	$232K	Hold	2,720	–	–	0.09%	126
2016 Q3	$228K	Hold	2,720	–	–	0.09%	116
2016 Q2	$226K	Hold	2,720	–	–	0.11%	107
2016 Q1	$221K	Sell	2,720 -4,285	-61%	-$328K	0.11%	109
2015 Q4	$545K	Buy	7,005 +1,359	+24%	+$106K	0.27%	47
2015 Q3	$417K	Hold	5,646	–	–	0.26%	52
2015 Q2	$444K	Hold	5,646	–	–	0.29%	47
2015 Q1	$454K	Sell	5,646 -16	-0.3%	-$1.3K	0.29%	42
2014 Q4	$460K	Sell	5,662 -5,167	-48%	-$409K	0.32%	45
2014 Q3	$833K	Buy	10,829 +14	+0.1%	+$1.09K	0.6%	30
2014 Q2	$843K	Buy	10,815 +15	+0.1%	+$1.15K	0.64%	28
2014 Q1	$813K	Sell	10,800 -2,231	-17%	-$165K	0.7%	28
2013 Q4	$981K	Sell	13,031 -1,990	-13%	-$145K	0.77%	24
2013 Q3	$1.05M	Sell	15,021 -2,895	-16%	-$200K	0.92%	20
2013 Q2	$1.19M	Buy	+17,916	New	+$1.2M	0.81%	20

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

Signature Financial Management's VIG Position: Q4 2018 in Review

Signature Financial Management opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q4 2018: 5,315 shares worth $521K. The stake represents 0.13% of the portfolio and ranks #68 among its holdings. This is a return to the name: Signature Financial Management previously reported a position in VIG as recently as Q2 2018.

Signature Financial Management first reported a position in VIG in Q2 2013 and has held it in 22 quarters since. The position peaked at $1.19M in Q2 2013. 986 funds tracked by Wall St. Rank hold VIG as of Q4 2018.

Signature Financial Management held 5,315 shares of Vanguard Dividend Appreciation ETF worth $521K as of Q4 2018.
Vanguard Dividend Appreciation ETF was a new Signature Financial Management position in Q4 2018.
Vanguard Dividend Appreciation ETF made up 0.13% of Signature Financial Management's portfolio in Q4 2018, its #68 holding.
Signature Financial Management first reported a position in Vanguard Dividend Appreciation ETF in Q2 2013 and has held it in 22 quarters since.
Signature Financial Management's Vanguard Dividend Appreciation ETF position peaked at $1.19M in Q2 2013.
986 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2018.

Based on Signature Financial Management's 13F filing for Q4 2018, filed 13 Feb 2019.