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Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Wealth Advisors’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
2020
Q4 		– Sell
-6,000
Closed -$134K – 89
2020
Q3 		$134K Hold
6,000
– – 0.06% 70
2020
Q2 		$81K Buy
+6,000
New +$683K 0.04% 70

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wealth Advisors's VIG Position: Q3 2023 in Review

Wealth Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.6% in Q3 2023, selling an estimated $180K and leaving 42,200 shares worth $6.56M. The position accounts for 2.94% of the portfolio, ranked #10.

Wealth Advisors first reported a position in VIG in Q4 2019 and has held it in 16 quarters since. The position peaked at $9.33M in Q4 2021. 1,824 funds tracked by Wall St. Rank hold VIG as of Q3 2023.

  • Wealth Advisors held 42,200 shares of Vanguard Dividend Appreciation ETF worth $6.56M as of Q3 2023.
  • Wealth Advisors sold 1,113 Vanguard Dividend Appreciation ETF shares in Q3 2023, an estimated $180K.
  • Vanguard Dividend Appreciation ETF made up 2.94% of Wealth Advisors's portfolio in Q3 2023, its #10 holding.
  • Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 16 quarters since.
  • Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $9.33M in Q4 2021.
  • 1,824 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2023.

Based on Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.