Wipfli Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Wipfli Financial 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
2022 Q3	$3.95M	Buy	29,238 +12,235	+72%	+$1.82M	0.28%	41
2022 Q2	$2.44M	Sell	17,003 -112	-0.7%	-$17K	0.27%	29
2022 Q1	$2.78M	Buy	17,115 +12,221	+250%	+$1.97M	0.28%	26
2021 Q4	$841K	Buy	+4,894	New	+$807K	0.1%	22

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

Wipfli Financial Advisors's VIG Position: Q3 2022 in Review

Wipfli Financial Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 72% in Q3 2022, buying an estimated $1.82M and bringing the position to 29,238 shares worth $3.95M. The position accounts for 0.28% of the portfolio, ranked #41.

Wipfli Financial Advisors first reported a position in VIG in Q4 2021 and has held it in 4 quarters since. 1,643 funds tracked by Wall St. Rank hold VIG as of Q3 2022.

Wipfli Financial Advisors held 29,238 shares of Vanguard Dividend Appreciation ETF worth $3.95M as of Q3 2022.
Wipfli Financial Advisors bought 12,235 Vanguard Dividend Appreciation ETF shares in Q3 2022, an estimated $1.82M.
Vanguard Dividend Appreciation ETF made up 0.28% of Wipfli Financial Advisors's portfolio in Q3 2022, its #41 holding.
Wipfli Financial Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 4 quarters since.
1,643 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.