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Stratford Consulting’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Stratford Consulting’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
2020
Q1 		$745K Buy
7,202
+356
+5% +$42.5K 0.34% 36
2019
Q4 		$853K Buy
6,846
+33
+0.5% +$3.99K 0.28% 28
2019
Q3 		$815K Buy
6,813
+31
+0.5% +$3.66K 0.28% 29
2019
Q2 		$781K Buy
6,782
+59
+0.9% +$6.62K 0.28% 28
2019
Q1 		$737K Hold
6,723
– – 0.26% 29
2018
Q4 		$659K Sell
6,723
-179
-3% -$18.7K 0.27% 30
2018
Q3 		$764K Buy
6,902
+38
+0.6% +$4.08K 0.27% 28
2018
Q2 		$698K Sell
6,864
-313
-4% -$31.9K 0.26% 28
2018
Q1 		$725K Buy
7,177
+27
+0.4% +$2.8K 0.28% 27
2017
Q4 		$729K Buy
7,150
+37
+0.5% +$3.64K 0.26% 27
2017
Q3 		$674K Buy
7,113
+31
+0.4% +$2.89K 0.25% 29
2017
Q2 		$656K Sell
7,082
-264
-4% -$24.2K 0.28% 25
2017
Q1 		$661K Hold
7,346
– – 0.26% 31
2016
Q4 		$626K Buy
7,346
+45
+0.6% +$3.78K 0.27% 31
2016
Q3 		$613K Sell
7,301
-628
-8% -$53.2K 0.27% 30
2016
Q2 		$660K Sell
7,929
-575
-7% -$47K 0.3% 30
2016
Q1 		$691K Buy
8,504
+37
+0.4% +$2.84K 0.32% 28
2015
Q4 		$658K Buy
8,467
+417
+5% +$32.5K 0.34% 29
2015
Q3 		$594K Sell
8,050
-178
-2% -$13.8K 0.32% 30
2015
Q2 		$647K Buy
8,228
+2,475
+43% +$201K 0.32% 30
2015
Q1 		$463K Buy
+5,753
New +$467K 0.23% 35

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Stratford Consulting's VIG Position: Q1 2020 in Review

Stratford Consulting increased its Vanguard Dividend Appreciation ETF (VIG) stake by 5.2% in Q1 2020, buying an estimated $42.5K and bringing the position to 7,202 shares worth $745K. The position accounts for 0.34% of the portfolio, ranked #36.

Stratford Consulting first reported a position in VIG in Q1 2015 and has held it in 21 quarters since. The position peaked at $853K in Q4 2019. 1,160 funds tracked by Wall St. Rank hold VIG as of Q1 2020.

  • Stratford Consulting held 7,202 shares of Vanguard Dividend Appreciation ETF worth $745K as of Q1 2020.
  • Stratford Consulting bought 356 Vanguard Dividend Appreciation ETF shares in Q1 2020, an estimated $42.5K.
  • Vanguard Dividend Appreciation ETF made up 0.34% of Stratford Consulting's portfolio in Q1 2020, its #36 holding.
  • Stratford Consulting first reported a position in Vanguard Dividend Appreciation ETF in Q1 2015 and has held it in 21 quarters since.
  • Stratford Consulting's Vanguard Dividend Appreciation ETF position peaked at $853K in Q4 2019.
  • 1,160 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2020.

Based on Stratford Consulting's 13F filing for Q1 2020, filed 11 May 2020.