SVB Investment Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

SVB Investment Services’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
2022 Q1	$2.72M	Buy	16,765 +11,645	+227%	+$1.88M	1.69%	13
2021 Q4	$880K	Buy	5,120 +2,125	+71%	+$350K	0.59%	25
2021 Q3	$460K	Buy	2,995 +945	+46%	+$151K	0.31%	32
2021 Q2	$317K	Hold	2,050	–	–	0.21%	32
2021 Q1	$301K	Sell	2,050 -443	-18%	-$63K	0.24%	32
2020 Q4	$352K	Buy	2,493 +112	+5%	+$15.2K	0.27%	30
2020 Q3	$306K	Buy	2,381 +333	+16%	+$41.9K	0.26%	33
2020 Q2	$240K	Sell	2,048 -793	-28%	-$90.3K	0.22%	32
2020 Q1	$294K	Sell	2,841 -23	-0.8%	-$2.74K	0.25%	31
2019 Q4	$357K	Buy	+2,864	New	+$346K	0.34%	30

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

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

SVB Investment Services's VIG Position: Q1 2022 in Review

SVB Investment Services increased its Vanguard Dividend Appreciation ETF (VIG) stake by 227% in Q1 2022, buying an estimated $1.88M and bringing the position to 16,765 shares worth $2.72M. The position accounts for 1.69% of the portfolio, ranked #13.

SVB Investment Services first reported a position in VIG in Q4 2019 and has held it in 10 quarters since. 1,720 funds tracked by Wall St. Rank hold VIG as of Q1 2022.

SVB Investment Services held 16,765 shares of Vanguard Dividend Appreciation ETF worth $2.72M as of Q1 2022.
SVB Investment Services bought 11,645 Vanguard Dividend Appreciation ETF shares in Q1 2022, an estimated $1.88M.
Vanguard Dividend Appreciation ETF made up 1.69% of SVB Investment Services's portfolio in Q1 2022, its #13 holding.
SVB Investment Services first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 10 quarters since.
1,720 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2022.

Based on SVB Investment Services's 13F filing for Q1 2022, filed 10 May 2022.