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

Strategic Capital 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
2014 Q2	$2.05M	Buy	+26,316	New	+$2.01M	0.64%	61

Other funds holding VIG

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Strategic Capital Group's VIG Position: Q2 2014 in Review

Strategic Capital Group opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2014: 26,316 shares worth $2.05M. The stake represents 0.64% of the portfolio and ranks #61 among its holdings.

449 funds tracked by Wall St. Rank hold VIG as of Q2 2014.

Strategic Capital Group held 26,316 shares of Vanguard Dividend Appreciation ETF worth $2.05M as of Q2 2014.
Vanguard Dividend Appreciation ETF was a new Strategic Capital Group position in Q2 2014.
Vanguard Dividend Appreciation ETF made up 0.64% of Strategic Capital Group's portfolio in Q2 2014, its #61 holding.
449 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2014.

Based on Strategic Capital Group's 13F filing for Q2 2014, filed 14 Jul 2014.