Stanford Investment Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Stanford Investment Group’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 Q1	–	Sell	-440,441	Closed	-$37.5M	–	280
2016 Q4	$37.5M	Sell	440,441 -13,854	-3%	-$1.16M	18.28%	2
2016 Q3	$38.1M	Buy	454,295 +11,555	+3%	+$979K	17.96%	2
2016 Q2	$36.9M	Buy	442,740 +22,250	+5%	+$1.82M	18.8%	2
2016 Q1	$34.2M	Buy	420,490 +33,414	+9%	+$2.56M	19.22%	2
2015 Q4	$30.1M	Buy	387,076 +11,298	+3%	+$882K	16.39%	2
2015 Q3	$27.7M	Buy	375,778 +30,329	+9%	+$2.35M	20.37%	2
2015 Q2	$27.1M	Buy	345,449 +34,114	+11%	+$2.76M	20.32%	2
2015 Q1	$25.1M	Buy	311,335 +46,074	+17%	+$3.74M	19.96%	2
2014 Q4	$21.5M	Buy	+265,261	New	+$21M	18.04%	2

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WIM

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

JMPWA

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Stanford Investment Group's VIG Position: Q1 2017 in Review

Stanford Investment Group sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2017, closing a stake of 440,441 shares — an estimated $37.5M sold.

Stanford Investment Group first reported a position in VIG in Q4 2014 and held it in 9 quarters. The position peaked at $38.1M in Q3 2016. 685 funds tracked by Wall St. Rank hold VIG as of Q1 2017.

Stanford Investment Group reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 440,441 Vanguard Dividend Appreciation ETF shares in Q1 2017, an estimated $37.5M.
Stanford Investment Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2014 and held it in 9 quarters.
Stanford Investment Group's Vanguard Dividend Appreciation ETF position peaked at $38.1M in Q3 2016.
685 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.