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Steward Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Steward Financial 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
2023
Q3 		$7K Buy
+50
New +$8.11K ﹤0.01% 516
2022
Q3 		– Sell
-72
Closed -$10K – 1274
2022
Q2 		$10K Buy
+72
New +$11K 0.01% 247

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Steward Financial Group's VIG Position: Q3 2023 in Review

Steward Financial Group opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q3 2023: 50 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #516 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in VIG as recently as Q2 2022.

Steward Financial Group first reported a position in VIG in Q2 2022 and has held it in 2 quarters since. The position peaked at $10K in Q2 2022. 1,824 funds tracked by Wall St. Rank hold VIG as of Q3 2023.

  • Steward Financial Group held 50 shares of Vanguard Dividend Appreciation ETF worth $7K as of Q3 2023.
  • Vanguard Dividend Appreciation ETF was a new Steward Financial Group position in Q3 2023.
  • Vanguard Dividend Appreciation ETF made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #516 holding.
  • Steward Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q2 2022 and has held it in 2 quarters since.
  • Steward Financial Group's Vanguard Dividend Appreciation ETF position peaked at $10K in Q2 2022.
  • 1,824 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.