Sumitomo Mitsui Financial Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Sumitomo Mitsui Financial 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
2021 Q3	–	Sell	-23	Closed	-$4K	–	200
2021 Q2	$4K	Buy	+23	New	+$3.53K	﹤0.01%	161
2019 Q3	–	Sell	-210	Closed	-$24K	–	144
2019 Q2	$24K	Buy	+210	New	+$23.6K	﹤0.01%	111

Other funds holding VIG

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sumitomo Mitsui Financial Group's VIG Position: Q3 2021 in Review

Sumitomo Mitsui Financial Group sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2021, closing a stake of 23 shares — an estimated $4K sold.

Sumitomo Mitsui Financial Group first reported a position in VIG in Q2 2019 and held it in 2 quarters. The position peaked at $24K in Q2 2019. 1,486 funds tracked by Wall St. Rank hold VIG as of Q3 2021.

Sumitomo Mitsui Financial Group reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2021 after selling out during the quarter.
Sumitomo Mitsui Financial Group sold 23 Vanguard Dividend Appreciation ETF shares in Q3 2021, an estimated $4K.
Sumitomo Mitsui Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q2 2019 and held it in 2 quarters.
Sumitomo Mitsui Financial Group's Vanguard Dividend Appreciation ETF position peaked at $24K in Q2 2019.
1,486 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2021.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q3 2021, filed 10 Nov 2021.