Wallace Weitz’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Wallace Weitz’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 Q1	–	Sell	-430	Closed	-$44K	–	80
2017 Q4	$44K	Hold	430	–	–	﹤0.01%	76
2017 Q3	$41K	Hold	430	–	–	﹤0.01%	77
2017 Q2	$40K	Hold	430	–	–	﹤0.01%	72
2017 Q1	$39K	Hold	430	–	–	﹤0.01%	82
2016 Q4	$37K	Buy	+430	New	+$36.2K	﹤0.01%	84

Other funds holding VIG

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

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

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Wallace Weitz's VIG Position: Q1 2018 in Review

Wallace Weitz sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2018, closing a stake of 430 shares — an estimated $44K sold.

Wallace Weitz first reported a position in VIG in Q4 2016 and held it in 5 quarters. The position peaked at $44K in Q4 2017. 842 funds tracked by Wall St. Rank hold VIG as of Q1 2018.

Wallace Weitz reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2018 after selling out during the quarter.
Wallace Weitz sold 430 Vanguard Dividend Appreciation ETF shares in Q1 2018, an estimated $44K.
Wallace Weitz first reported a position in Vanguard Dividend Appreciation ETF in Q4 2016 and held it in 5 quarters.
Wallace Weitz's Vanguard Dividend Appreciation ETF position peaked at $44K in Q4 2017.
842 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2018.

Based on Weitz Investment Management's 13F filing for Q1 2018, filed 14 May 2018.