ZIG
VIG icon

Zuckerman Investment Group’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Zuckerman Investment 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
2020
Q3 		– Sell
-1,940
Closed -$227K – 82
2020
Q2 		$227K Sell
1,940
-675
-26% -$76.8K 0.05% 71
2020
Q1 		$270K Buy
+2,615
New +$312K 0.08% 59

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

Zuckerman Investment Group's VIG Position: Q3 2020 in Review

Zuckerman Investment Group sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2020, closing a stake of 1,940 shares — an estimated $227K sold.

Zuckerman Investment Group first reported a position in VIG in Q1 2020 and held it in 2 quarters. The position peaked at $270K in Q1 2020. 1,247 funds tracked by Wall St. Rank hold VIG as of Q3 2020.

  • Zuckerman Investment Group reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2020 after selling out during the quarter.
  • Zuckerman Investment Group sold 1,940 Vanguard Dividend Appreciation ETF shares in Q3 2020, an estimated $227K.
  • Zuckerman Investment Group first reported a position in Vanguard Dividend Appreciation ETF in Q1 2020 and held it in 2 quarters.
  • Zuckerman Investment Group's Vanguard Dividend Appreciation ETF position peaked at $270K in Q1 2020.
  • 1,247 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2020.

Based on Zuckerman Investment Group's 13F filing for Q3 2020, filed 16 Nov 2020.