Vontobel Holding’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Vontobel Holding’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
2022 Q3	–	Sell	-24,876	Closed	-$3.57M	–	1111
2022 Q2	$3.57M	Buy	24,876 +15,695	+171%	+$2.39M	0.04%	289
2022 Q1	$1.49M	Buy	9,181 +1,499	+20%	+$242K	0.01%	502
2021 Q4	$1.32M	Buy	7,682 +1,138	+17%	+$188K	0.01%	556
2021 Q3	$1M	Buy	6,544 +4,534	+226%	+$723K	0.01%	616
2021 Q2	$311K	Buy	+2,010	New	+$309K	﹤0.01%	906

Other funds holding VIG

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

Vontobel Holding's VIG Position: Q3 2022 in Review

Vontobel Holding sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2022, closing a stake of 24,876 shares — an estimated $3.57M sold.

Vontobel Holding first reported a position in VIG in Q2 2021 and held it in 5 quarters. The position peaked at $3.57M in Q2 2022. 1,643 funds tracked by Wall St. Rank hold VIG as of Q3 2022.

Vontobel Holding reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2022 after selling out during the quarter.
Vontobel Holding sold 24,876 Vanguard Dividend Appreciation ETF shares in Q3 2022, an estimated $3.57M.
Vontobel Holding first reported a position in Vanguard Dividend Appreciation ETF in Q2 2021 and held it in 5 quarters.
Vontobel Holding's Vanguard Dividend Appreciation ETF position peaked at $3.57M in Q2 2022.
1,643 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2022.

Based on Vontobel Holding's 13F filing for Q3 2022, filed 4 Nov 2022.