SCA
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Strategic Capital Alternatives’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Strategic Capital Alternatives’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
2015
Q3 		$2.1M Buy
28,460
+1,895
+7% +$147K 0.44% 72
2015
Q2 		$2.09M Buy
+26,565
New +$2.15M 0.5% 69
2015
Q1 		– Sell
-26,711
Closed -$2.17M – 288
2014
Q4 		$2.17M Buy
26,711
+894
+3% +$70.7K 0.84% 48
2014
Q3 		$1.99M Buy
+25,817
New +$2M 0.7% 55

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.46B AUM 22.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return