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

Strategic Wealth Partners 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
2024
Q1 		$4.2M Buy
22,999
+892
+4% +$157K 0.46% 34
2023
Q4 		$3.77M Buy
22,107
+2,068
+10% +$333K 0.48% 31
2023
Q3 		$3.13M Buy
20,039
+16
+0.1% +$2.59K 0.46% 29
2023
Q2 		$3.25M Sell
20,023
-351
-2% -$55K 0.47% 29
2023
Q1 		$3.16M Buy
20,374
+3,801
+23% +$582K 0.52% 26
2022
Q4 		$2.52M Sell
16,573
-546
-3% -$81.4K 0.53% 21
2022
Q3 		$2.31M Buy
17,119
+36
+0.2% +$5.36K 0.54% 21
2022
Q2 		$2.45M Buy
17,083
+52
+0.3% +$7.91K 0.55% 21
2022
Q1 		$2.76M Sell
17,031
-1,416
-8% -$228K 0.53% 22
2021
Q4 		$3.17M Sell
18,447
-925
-5% -$152K 0.55% 22
2021
Q3 		$2.98M Buy
+19,372
New +$3.09M 0.57% 23
2021
Q1 		$3.02M Buy
20,564
+2
+0% +$285 0.61% 22
2020
Q4 		$2.9M Buy
20,562
+15
+0.1% +$2.03K 0.62% 21
2020
Q3 		$2.64M Buy
20,547
+5,057
+33% +$636K 0.64% 19
2020
Q2 		$1.81M Buy
15,490
+608
+4% +$69.2K 0.46% 21
2020
Q1 		$1.54M Sell
14,882
-1,210
-8% -$144K 0.45% 22
2019
Q4 		$2.01M Sell
16,092
-371
-2% -$44.9K 0.48% 21
2019
Q3 		$1.97M Sell
16,463
-370
-2% -$43.6K 0.54% 18
2019
Q2 		$1.94M Buy
16,833
+3,405
+25% +$382K 0.57% 16
2019
Q1 		$1.47M Buy
13,428
+12,878
+2,341% +$1.36M 0.48% 16
2018
Q4 		$54K Sell
550
-12,833
-96% -$1.34M 0.02% 25
2018
Q3 		$62.3K Sell
13,383
-854
-6% -$91.8K 1.34% 8
2018
Q2 		$57.3K Sell
14,237
-3,446
-19% -$351K 1.13% 13
2018
Q1 		$1.79K Buy
17,683
+1,099
+7% +$114K 0.14% 37
2017
Q4 		$1.69M Sell
16,584
-3,387
-17% -$334K 0.75% 15
2017
Q3 		$1.89M Buy
19,971
+2,308
+13% +$215K 0.84% 15
2017
Q2 		$1.64M Buy
17,663
+16
+0.1% +$1.47K 0.8% 14
2017
Q1 		$1.59M Sell
17,647
-967
-5% -$85.7K 0.81% 13
2016
Q4 		$1.59M Buy
+18,614
New +$1.57M 0.75% 13

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

Strategic Wealth Partners Group's VIG Position: Q1 2024 in Review

Strategic Wealth Partners Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 4% in Q1 2024, buying an estimated $157K and bringing the position to 22,999 shares worth $4.2M. The position accounts for 0.46% of the portfolio, ranked #34.

Strategic Wealth Partners Group first reported a position in VIG in Q4 2016 and has held it in 29 quarters since. 2,038 funds tracked by Wall St. Rank hold VIG as of Q1 2024.

  • Strategic Wealth Partners Group held 22,999 shares of Vanguard Dividend Appreciation ETF worth $4.2M as of Q1 2024.
  • Strategic Wealth Partners Group bought 892 Vanguard Dividend Appreciation ETF shares in Q1 2024, an estimated $157K.
  • Vanguard Dividend Appreciation ETF made up 0.46% of Strategic Wealth Partners Group's portfolio in Q1 2024, its #34 holding.
  • Strategic Wealth Partners Group first reported a position in Vanguard Dividend Appreciation ETF in Q4 2016 and has held it in 29 quarters since.
  • 2,038 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2024.

Based on Strategic Wealth Partners Group's 13F filing for Q1 2024, filed 30 Apr 2024.