MYCIO WEALTH PARTNERS, LLC VIG VANGUARD DIV APPRECIATION UIE

Ownership history in MYCIO WEALTH PARTNERS, LLC  ·  50 quarters on record

AI Ownership Summary

MYCIO WEALTH PARTNERS, LLC reported VANGUARD DIV APPRECIATION UIE (VIG) in 50 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.46% in 2023 Q4. The latest visible filing shows VIG at 2.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VIG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MYCIO WEALTH PARTNERS, LLC's position in VANGUARD DIV APPRECIATION UIE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VIG was reported at 2.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.46% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MYCIO WEALTH PARTNERS, LLC held VIG — position size vs. price
% of Fund (quarterly)    VIG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 47,184 +299 +0.6% 2.15% $10.4M 2026-02-14 (Est.) $226.38
2025 Q3 ADDED 46,885 +158 +0.3% 2.34% $10.1M 2025-11-12 $218.37
2025 Q2 ADDED 46,727 +425 +0.9% 2.21% $9.6M 2025-07-31 $203.62
2025 Q1 ADDED 46,302 +180 +0.4% 2.12% $9.0M 2025-05-07 $188.91
2024 Q4 REDUCED 11.8% -0.5% 46,122 -6,149 -11.8% 2.16% $9.0M 2025-01-30 $198.71
2024 Q3 ADDED 52,271 +635 +1.2% 2.38% $10.4M 2024-10-25 $191.94
2024 Q2 ADDED 51,636 +36 +0.1% 2.41% $9.4M 2024-08-12 $179.76
2024 Q1 ADDED 51,600 +175 +0.3% 2.38% $9.4M 2024-05-08 $173.05
2023 Q4 ADDED 51,425 +220 +0.4% 2.46% $8.8M 2024-01-30 $167.74
41 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MYCIO WEALTH PARTNERS, LLC and VIG

These are the practical questions this page is built to answer before you even open the full history table.

How long has MYCIO WEALTH PARTNERS, LLC reported owning VIG?

MYCIO WEALTH PARTNERS, LLC reported VIG across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VIG position in MYCIO WEALTH PARTNERS, LLC's portfolio?

The largest reported portfolio weight for VIG was 2.46% in 2023 Q4.

What is the latest reported VIG position on this page?

The most recent filing on this page is 2025 Q4, when MYCIO WEALTH PARTNERS, LLC reported 47,184 shares, equal to 2.15% of portfolio, with an estimated market value of $10.4M.

What does the chart on this VIG ownership page compare?

The chart compares MYCIO WEALTH PARTNERS, LLC's quarterly VIG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MYCIO WEALTH PARTNERS, LLC time their VIG position?

Based on 13F filing dates vs. subsequent VIG price moves, MYCIO WEALTH PARTNERS, LLC correctly timed 24 out of 30 reported position changes (80%). The annualised alpha on VIG relative to SPY over the holding period was -2.1%.

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