Vanguard Dividend Appreciation ETF shares owned by A. Montag and Associates
Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates investment in Vanguard Dividend Appreciation ETF
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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $21M | 112k | 182.61 |
| 2023-12-31 | $19M | 112k | 170.40 |
| 2023-09-30 | $18M | 113k | 156.15 |
| 2023-06-30 | $19M | 113k | 163.20 |
| 2023-03-31 | $18M | 114k | 154.01 |
| 2022-12-31 | $17M | 114k | 151.85 |
| 2022-09-30 | $16M | 120k | 135.16 |
| 2022-06-30 | $17M | 121k | 143.47 |
| 2022-03-31 | $19M | 119k | 162.16 |
| 2021-12-31 | $18M | 107k | 171.75 |
| 2021-09-30 | $16M | 107k | 153.60 |
| 2021-06-30 | $16M | 105k | 154.79 |
| 2021-03-31 | $16M | 107k | 147.08 |
| 2020-12-31 | $16M | 113k | 141.17 |
| 2020-09-30 | $14M | 107k | 128.66 |
| 2020-06-30 | $13M | 107k | 117.18 |
| 2020-03-31 | $11M | 110k | 103.39 |
| 2019-12-31 | $15M | 120k | 124.66 |
| 2019-09-30 | $14M | 118k | 119.58 |
| 2019-06-30 | $13M | 109k | 115.16 |
| 2019-03-31 | $12M | 111k | 109.64 |
| 2018-12-31 | $10M | 104k | 97.95 |
| 2018-09-30 | $11M | 101k | 110.70 |
| 2018-06-30 | $10M | 100k | 101.62 |
| 2018-03-31 | $10M | 101k | 101.05 |
| 2017-12-31 | $10M | 102k | 102.03 |
| 2017-09-30 | $8.9M | 94k | 94.79 |
| 2017-06-30 | $8.9M | 97k | 92.67 |
| 2017-03-31 | $8.7M | 97k | 89.94 |
| 2016-12-31 | $8.6M | 101k | 85.18 |
| 2016-09-30 | $8.7M | 104k | 83.93 |
| 2016-06-30 | $9.1M | 110k | 83.24 |
| 2016-03-31 | $8.6M | 105k | 81.25 |
| 2015-12-31 | $7.6M | 98k | 77.76 |
| 2015-09-30 | $7.3M | 99k | 73.74 |
| 2015-06-30 | $7.8M | 99k | 78.58 |
| 2015-03-31 | $8.3M | 103k | 80.47 |
| 2014-12-31 | $8.3M | 103k | 81.16 |
| 2014-09-30 | $7.7M | 100k | 76.95 |
| 2014-06-30 | $8.0M | 103k | 77.95 |
| 2014-03-31 | $7.7M | 102k | 75.23 |
| 2013-12-31 | $8.1M | 107k | 75.24 |
| 2013-09-30 | $7.4M | 107k | 69.61 |
| 2013-06-30 | $6.7M | 101k | 66.20 |
| 2013-03-31 | $5.8M | 89k | 65.70 |
| 2012-12-31 | $4.7M | 79k | 59.57 |
| 2012-09-30 | $3.5M | 58k | 59.68 |
| 2012-06-30 | $3.5M | 61k | 56.69 |
| 2012-03-31 | $3.3M | 57k | 58.54 |
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