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Van Cleef Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Van Cleef Asset Management’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
2018
Q4 		– Sell
-1,900
Closed -$210K – 117
2018
Q3 		$210K Buy
+1,900
New +$204K 0.05% 112

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

Van Cleef Asset Management's VIG Position: Q4 2018 in Review

Van Cleef Asset Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q4 2018, closing a stake of 1,900 shares — an estimated $210K sold.

Van Cleef Asset Management first reported a position in VIG in Q3 2018 and held it in 1 quarter. The position peaked at $210K in Q3 2018. 986 funds tracked by Wall St. Rank hold VIG as of Q4 2018.

  • Van Cleef Asset Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q4 2018 after selling out during the quarter.
  • Van Cleef Asset Management sold 1,900 Vanguard Dividend Appreciation ETF shares in Q4 2018, an estimated $210K.
  • Van Cleef Asset Management first reported a position in Vanguard Dividend Appreciation ETF in Q3 2018 and held it in 1 quarter.
  • Van Cleef Asset Management's Vanguard Dividend Appreciation ETF position peaked at $210K in Q3 2018.
  • 986 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2018.

Based on Van Cleef Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.