SPC
VIG icon

Stewart & Patten Company’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Stewart & Patten Company’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
2024
Q1 		$312K Sell
1,710
-1,565
-48% -$275K 0.05% 74
2023
Q4 		$558K Buy
+3,275
New +$527K 0.09% 57

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
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Stewart & Patten Company's VIG Position: Q1 2024 in Review

Stewart & Patten Company reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 48% in Q1 2024, selling an estimated $275K and leaving 1,710 shares worth $312K. The position accounts for 0.05% of the portfolio, ranked #74.

Stewart & Patten Company first reported a position in VIG in Q4 2023 and has held it in 2 quarters since. The position peaked at $558K in Q4 2023. 2,039 funds tracked by Wall St. Rank hold VIG as of Q1 2024.

  • Stewart & Patten Company held 1,710 shares of Vanguard Dividend Appreciation ETF worth $312K as of Q1 2024.
  • Stewart & Patten Company sold 1,565 Vanguard Dividend Appreciation ETF shares in Q1 2024, an estimated $275K.
  • Vanguard Dividend Appreciation ETF made up 0.05% of Stewart & Patten Company's portfolio in Q1 2024, its #74 holding.
  • Stewart & Patten Company first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 2 quarters since.
  • Stewart & Patten Company's Vanguard Dividend Appreciation ETF position peaked at $558K in Q4 2023.
  • 2,039 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2024.

Based on Stewart & Patten Company's 13F filing for Q1 2024, filed 18 Apr 2024.