UMB Bank’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

UMB Bank’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
2024 Q4	–	Sell	-67,671	Closed	-$5.97M	–	2186
2024 Q3	$5.97M	Buy	67,671 +58	+0.1%	+$4.92K	0.09%	143
2024 Q2	$5.5M	Sell	67,613 -1,232	-2%	-$98.9K	0.09%	145
2024 Q1	$5.61M	Buy	68,845 +8,788	+15%	+$704K	0.09%	157
2023 Q4	$4.76M	Sell	60,057 -693	-1%	-$51.1K	0.07%	167
2023 Q3	$4.33M	Hold	60,750	–	–	0.07%	177
2023 Q2	$4.56M	Buy	60,750 +23,976	+65%	+$1.8M	0.07%	176
2023 Q1	$2.71M	Buy	36,774 +3,423	+10%	+$248K	0.04%	218
2022 Q4	$2.32M	Buy	33,351 +14,461	+77%	+$975K	0.04%	242
2022 Q3	$1.17M	Hold	18,890	–	–	0.02%	318
2022 Q2	$1.3M	Hold	18,890	–	–	0.02%	336
2022 Q1	$1.49M	Hold	18,890	–	–	0.02%	332
2021 Q4	$1.61M	Buy	+18,890	New	+$1.68M	0.02%	330

Other funds holding VIGI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ECG

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

UMB Bank's VIGI Position: Q4 2024 in Review

UMB Bank sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q4 2024, closing a stake of 67,671 shares — an estimated $5.97M sold.

UMB Bank first reported a position in VIGI in Q4 2021 and held it in 12 quarters. The position peaked at $5.97M in Q3 2024. 492 funds tracked by Wall St. Rank hold VIGI as of Q4 2024.

UMB Bank reported no remaining Vanguard International Dividend Appreciation ETF position as of Q4 2024 after selling out during the quarter.
UMB Bank sold 67,671 Vanguard International Dividend Appreciation ETF shares in Q4 2024, an estimated $5.97M.
UMB Bank first reported a position in Vanguard International Dividend Appreciation ETF in Q4 2021 and held it in 12 quarters.
UMB Bank's Vanguard International Dividend Appreciation ETF position peaked at $5.97M in Q3 2024.
492 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q4 2024.

Based on UMB Bank's 13F filing for Q4 2024, filed 16 Jan 2025.