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Westwood Holdings Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Westwood Holdings Group’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
2017
Q3 		– Sell
-781
Closed -$72K – 513
2017
Q2 		$72K Buy
+781
New +$71.6K ﹤0.01% 436

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Westwood Holdings Group's VIG Position: Q3 2017 in Review

Westwood Holdings Group sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2017, closing a stake of 781 shares — an estimated $72K sold.

Westwood Holdings Group first reported a position in VIG in Q2 2017 and held it in 1 quarter. The position peaked at $72K in Q2 2017. 718 funds tracked by Wall St. Rank hold VIG as of Q3 2017.

  • Westwood Holdings Group reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2017 after selling out during the quarter.
  • Westwood Holdings Group sold 781 Vanguard Dividend Appreciation ETF shares in Q3 2017, an estimated $72K.
  • Westwood Holdings Group first reported a position in Vanguard Dividend Appreciation ETF in Q2 2017 and held it in 1 quarter.
  • Westwood Holdings Group's Vanguard Dividend Appreciation ETF position peaked at $72K in Q2 2017.
  • 718 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2017.

Based on Westwood Holdings Group's 13F filing for Q3 2017, filed 14 Nov 2017.