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

Stancorp 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
2015 Q1	$2.88M	Sell	35,783 -5,855	-14%	-$475K	1.36%	16
2014 Q4	$3.38M	Buy	+41,638	New	+$3.29M	1.55%	12

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WIM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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

Stancorp Investment Advisers's VIG Position: Q1 2015 in Review

Stancorp Investment Advisers reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 14% in Q1 2015, selling an estimated $475K and leaving 35,783 shares worth $2.88M. The position accounts for 1.36% of the portfolio, ranked #16.

Stancorp Investment Advisers first reported a position in VIG in Q4 2014 and has held it in 2 quarters since. The position peaked at $3.38M in Q4 2014. 542 funds tracked by Wall St. Rank hold VIG as of Q1 2015.

Stancorp Investment Advisers held 35,783 shares of Vanguard Dividend Appreciation ETF worth $2.88M as of Q1 2015.
Stancorp Investment Advisers sold 5,855 Vanguard Dividend Appreciation ETF shares in Q1 2015, an estimated $475K.
Vanguard Dividend Appreciation ETF made up 1.36% of Stancorp Investment Advisers's portfolio in Q1 2015, its #16 holding.
Stancorp Investment Advisers first reported a position in Vanguard Dividend Appreciation ETF in Q4 2014 and has held it in 2 quarters since.
Stancorp Investment Advisers's Vanguard Dividend Appreciation ETF position peaked at $3.38M in Q4 2014.
542 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2015.

Based on Stancorp Investment Advisers's 13F filing for Q1 2015, filed 13 May 2015.