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Stifel Nicolaus & Co’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$1.05M Buy
15,116
+3,708
+33% +$257K 0.02% 655
2013
Q2 		$755K Buy
+11,408
New +$766K 0.01% 719

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

Stifel Nicolaus & Co's VIG Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its Vanguard Dividend Appreciation ETF (VIG) stake by 33% in Q3 2013, buying an estimated $257K and bringing the position to 15,116 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #655.

Stifel Nicolaus & Co first reported a position in VIG in Q2 2013 and has held it in 2 quarters since. 348 funds tracked by Wall St. Rank hold VIG as of Q3 2013.

  • Stifel Nicolaus & Co held 15,116 shares of Vanguard Dividend Appreciation ETF worth $1.05M as of Q3 2013.
  • Stifel Nicolaus & Co bought 3,708 Vanguard Dividend Appreciation ETF shares in Q3 2013, an estimated $257K.
  • Vanguard Dividend Appreciation ETF made up 0.02% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #655 holding.
  • Stifel Nicolaus & Co first reported a position in Vanguard Dividend Appreciation ETF in Q2 2013 and has held it in 2 quarters since.
  • 348 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.