TRUADVICE’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

TRUADVICE’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	$260K	Buy	+1,632	New	+$265K	0.1%	190

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

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

TRUADVICE's VIG Position: Q3 2023 in Review

TRUADVICE opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q3 2023: 1,632 shares worth $260K. The stake represents 0.1% of the portfolio and ranks #190 among its holdings.

1,824 funds tracked by Wall St. Rank hold VIG as of Q3 2023.

TRUADVICE held 1,632 shares of Vanguard Dividend Appreciation ETF worth $260K as of Q3 2023.
Vanguard Dividend Appreciation ETF was a new TRUADVICE position in Q3 2023.
Vanguard Dividend Appreciation ETF made up 0.1% of TRUADVICE's portfolio in Q3 2023, its #190 holding.
1,824 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.