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Tiedemann Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Tiedemann Advisors’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
2023
Q3 		$367K Buy
2,350
+6
+0.3% +$973 0.02% 197
2023
Q2 		$383K Hold
2,344
– – 0.02% 183
2023
Q1 		$361K Buy
2,344
+6
+0.3% +$919 0.02% 189
2022
Q4 		$355K Buy
2,338
+8
+0.3% +$1.19K 0.02% 182
2022
Q3 		$315K Sell
2,330
-3,140
-57% -$467K 0.02% 185
2022
Q2 		$785K Buy
5,470
+2,563
+88% +$390K 0.06% 129
2022
Q1 		$471K Sell
2,907
-1,006
-26% -$162K 0.02% 193
2021
Q4 		$673K Buy
3,913
+9
+0.2% +$1.48K 0.03% 166
2021
Q3 		$599K Sell
3,904
-104
-3% -$16.6K 0.03% 176
2021
Q2 		$621K Buy
4,008
+958
+31% +$147K 0.02% 214
2021
Q1 		$449K Sell
3,050
-299
-9% -$42.5K 0.02% 222
2020
Q4 		$473K Sell
3,349
-5,250
-61% -$712K 0.02% 208
2020
Q3 		$1.11M Sell
8,599
-156
-2% -$19.6K 0.05% 164
2020
Q2 		$1.03M Sell
8,755
-3,278
-27% -$373K 0.05% 161
2020
Q1 		$1.24M Buy
12,033
+960
+9% +$115K 0.08% 138
2019
Q4 		$1.38M Buy
11,073
+1,321
+14% +$160K 0.07% 138
2019
Q3 		$1.17M Buy
9,752
+4,771
+96% +$563K 0.06% 161
2019
Q2 		$574K Sell
4,981
-3,198
-39% -$359K 0.03% 190
2019
Q1 		$900K Buy
8,179
+42
+0.5% +$4.43K 0.04% 227
2018
Q4 		$796K Buy
8,137
+2,952
+57% +$308K 0.04% 233
2018
Q3 		$576K Hold
5,185
– – 0.03% 219
2018
Q2 		$530K Buy
5,185
+455
+10% +$46.4K 0.03% 218
2018
Q1 		$478K Buy
4,730
+556
+13% +$57.6K 0.03% 200
2017
Q4 		$425K Buy
+4,174
New +$411K 0.03% 166

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Tiedemann Advisors's VIG Position: Q3 2023 in Review

Tiedemann Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.26% in Q3 2023, buying an estimated $973 and bringing the position to 2,350 shares worth $367K. The position accounts for 0.02% of the portfolio, ranked #197.

Tiedemann Advisors first reported a position in VIG in Q4 2017 and has held it in 24 quarters since. The position peaked at $1.38M in Q4 2019. 1,827 funds tracked by Wall St. Rank hold VIG as of Q3 2023.

  • Tiedemann Advisors held 2,350 shares of Vanguard Dividend Appreciation ETF worth $367K as of Q3 2023.
  • Tiedemann Advisors bought 6 Vanguard Dividend Appreciation ETF shares in Q3 2023, an estimated $973.
  • Vanguard Dividend Appreciation ETF made up 0.02% of Tiedemann Advisors's portfolio in Q3 2023, its #197 holding.
  • Tiedemann Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and has held it in 24 quarters since.
  • Tiedemann Advisors's Vanguard Dividend Appreciation ETF position peaked at $1.38M in Q4 2019.
  • 1,827 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.