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

Summit 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
2024 Q1	$484K	Buy	2,653 +65	+3%	+$11.4K	0.17%	118
2023 Q4	$441K	Buy	2,588 +130	+5%	+$20.9K	0.17%	123
2023 Q3	$382K	Sell	2,458 -815	-25%	-$132K	0.16%	132
2023 Q2	$532K	Sell	3,273 -5	-0.2%	-$783	0.21%	116
2023 Q1	$505K	Buy	3,278 +3	+0.1%	+$460	0.19%	117
2022 Q4	$497K	Hold	3,275	–	–	0.2%	117
2022 Q3	$443K	Hold	3,275	–	–	0.18%	124
2022 Q2	$470K	Sell	3,275 -9	-0.3%	-$1.37K	0.18%	124
2022 Q1	$533K	Buy	3,284 +14	+0.4%	+$2.26K	0.18%	122
2021 Q4	$562K	Buy	3,270 +825	+34%	+$136K	0.18%	121
2021 Q3	$376K	Buy	2,445 +181	+8%	+$28.8K	0.14%	146
2021 Q2	$350K	Buy	2,264 +615	+37%	+$94.4K	0.13%	148
2021 Q1	$243K	Buy	+1,649	New	+$235K	0.1%	171

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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 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

Summit Financial Group's VIG Position: Q1 2024 in Review

Summit Financial Group increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2.5% in Q1 2024, buying an estimated $11.4K and bringing the position to 2,653 shares worth $484K. The position accounts for 0.17% of the portfolio, ranked #118.

Summit Financial Group first reported a position in VIG in Q1 2021 and has held it in 13 quarters since. The position peaked at $562K in Q4 2021. 2,038 funds tracked by Wall St. Rank hold VIG as of Q1 2024.

Summit Financial Group held 2,653 shares of Vanguard Dividend Appreciation ETF worth $484K as of Q1 2024.
Summit Financial Group bought 65 Vanguard Dividend Appreciation ETF shares in Q1 2024, an estimated $11.4K.
Vanguard Dividend Appreciation ETF made up 0.17% of Summit Financial Group's portfolio in Q1 2024, its #118 holding.
Summit Financial Group first reported a position in Vanguard Dividend Appreciation ETF in Q1 2021 and has held it in 13 quarters since.
Summit Financial Group's Vanguard Dividend Appreciation ETF position peaked at $562K in Q4 2021.
2,038 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2024.

Based on Summit Financial Group's 13F filing for Q1 2024, filed 5 Apr 2024.