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Sterling Capital Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Sterling Capital 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
2019
Q3 		$934K Buy
7,813
+4,378
+127% +$516K 0.01% 638
2019
Q2 		$396K Hold
3,435
– – ﹤0.01% 780
2019
Q1 		$377K Hold
3,435
– – ﹤0.01% 769
2018
Q4 		$336K Hold
3,435
– – ﹤0.01% 783
2018
Q3 		$380K Hold
3,435
– – ﹤0.01% 799
2018
Q2 		$349K Hold
3,435
– – ﹤0.01% 782
2018
Q1 		$347K Hold
3,435
– – ﹤0.01% 784
2017
Q4 		$350K Buy
+3,435
New +$338K ﹤0.01% 798

Other funds holding VIG

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.46B AUM 22.61% 1-Year Est. Return