SVB Wealth’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

SVB Wealth’s Portfolio VIGI Stock Details VIGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-4,018	Closed	-$350K	–	956
2021 Q3	$350K	Buy	4,018 +266	+7%	+$23.8K	﹤0.01%	721
2021 Q2	$328K	Sell	3,752 -16	-0.4%	-$1.38K	﹤0.01%	724
2021 Q1	$312K	Hold	3,768	–	–	﹤0.01%	673
2020 Q4	$307K	Hold	3,768	–	–	﹤0.01%	617
2020 Q3	$271K	Sell	3,768 -55	-1%	-$3.93K	﹤0.01%	551
2020 Q2	$256K	Sell	3,823 -4,362	-53%	-$276K	﹤0.01%	493
2020 Q1	$477K	Sell	8,185 -513	-6%	-$34.7K	0.01%	323
2019 Q4	$627K	Buy	+8,698	New	+$602K	0.01%	375

Other funds holding VIGI

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

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

ECG

Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

SVB Wealth's VIGI Position: Q4 2021 in Review

SVB Wealth sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q4 2021, closing a stake of 4,018 shares — an estimated $350K sold.

SVB Wealth first reported a position in VIGI in Q4 2019 and held it in 8 quarters. The position peaked at $627K in Q4 2019. 316 funds tracked by Wall St. Rank hold VIGI as of Q4 2021.

SVB Wealth reported no remaining Vanguard International Dividend Appreciation ETF position as of Q4 2021 after selling out during the quarter.
SVB Wealth sold 4,018 Vanguard International Dividend Appreciation ETF shares in Q4 2021, an estimated $350K.
SVB Wealth first reported a position in Vanguard International Dividend Appreciation ETF in Q4 2019 and held it in 8 quarters.
SVB Wealth's Vanguard International Dividend Appreciation ETF position peaked at $627K in Q4 2019.
316 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q4 2021.

Based on SVB Wealth's 13F filing for Q4 2021, filed 15 Feb 2022.