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Wealthspire Advisors (Maryland)’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$5.96M Buy
46,314
+2,048
+5% +$258K 0.21% 59
2020
Q2 		$5.19M Sell
44,266
-947
-2% -$108K 0.37% 44
2020
Q1 		$4.67M Sell
45,213
-3,056
-6% -$365K 0.41% 44
2019
Q4 		$6.02M Sell
48,269
-4,682
-9% -$566K 0.4% 41
2019
Q3 		$6.33M Sell
52,951
-6,042
-10% -$713K 0.46% 38
2019
Q2 		$6.79M Sell
58,993
-252
-0.4% -$28.3K 0.51% 37
2019
Q1 		$6.5M Sell
59,245
-1,506
-2% -$159K 0.49% 38
2018
Q4 		$5.95M Sell
60,751
-586
-1% -$61.1K 0.53% 36
2018
Q3 		$6.79M Buy
61,337
+187
+0.3% +$20.1K 0.56% 30
2018
Q2 		$6.21M Buy
61,150
+2,244
+4% +$229K 0.56% 32
2018
Q1 		$5.95M Sell
58,906
-5,009
-8% -$519K 0.56% 34
2017
Q4 		$6.52M Buy
63,915
+11,095
+21% +$1.09M 0.63% 28
2017
Q3 		$5.01M Buy
52,820
+24
+0% +$2.24K 0.55% 31
2017
Q2 		$4.89M Buy
52,796
+5,171
+11% +$474K 0.58% 30
2017
Q1 		$4.28M Sell
47,625
-7,900
-14% -$700K 0.61% 27
2016
Q4 		$4.73M Sell
55,525
-3,773
-6% -$317K 0.71% 25
2016
Q3 		$4.98M Sell
59,298
-499
-0.8% -$42.3K 0.78% 22
2016
Q2 		$4.98M Sell
59,797
-46
-0.1% -$3.76K 0.83% 20
2016
Q1 		$4.86M Buy
59,843
+484
+0.8% +$37.1K 0.86% 19
2015
Q4 		$4.62M Buy
+59,359
New +$4.63M 0.86% 18

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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VIG Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Vanguard Dividend Appreciation ETF (VIG) stake by 4.6% in Q3 2020, buying an estimated $258K and bringing the position to 46,314 shares worth $5.96M. The position accounts for 0.21% of the portfolio, ranked #59.

Wealthspire Advisors (Maryland) first reported a position in VIG in Q4 2015 and has held it in 20 quarters since. The position peaked at $6.79M in Q2 2019. 1,247 funds tracked by Wall St. Rank hold VIG as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 46,314 shares of Vanguard Dividend Appreciation ETF worth $5.96M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 2,048 Vanguard Dividend Appreciation ETF shares in Q3 2020, an estimated $258K.
  • Vanguard Dividend Appreciation ETF made up 0.21% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #59 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Vanguard Dividend Appreciation ETF in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Vanguard Dividend Appreciation ETF position peaked at $6.79M in Q2 2019.
  • 1,247 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.