Zeke Capital Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Zeke Capital 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 Q4	$4.64M	Buy	+30,586	New	+$4.56M	0.3%	38

Other funds holding VIG

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

JMPWA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Zeke Capital Advisors's VIG Position: Q4 2022 in Review

Zeke Capital Advisors opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q4 2022: 30,586 shares worth $4.64M. The stake represents 0.3% of the portfolio and ranks #38 among its holdings.

1,792 funds tracked by Wall St. Rank hold VIG as of Q4 2022.

Zeke Capital Advisors held 30,586 shares of Vanguard Dividend Appreciation ETF worth $4.64M as of Q4 2022.
Vanguard Dividend Appreciation ETF was a new Zeke Capital Advisors position in Q4 2022.
Vanguard Dividend Appreciation ETF made up 0.3% of Zeke Capital Advisors's portfolio in Q4 2022, its #38 holding.
1,792 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.