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Vanguard Dividend Appreciation ETF shares owned by Private Ocean

Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Private Ocean from 13F filings

Historical chart of Private Ocean investment in Vanguard Dividend Appreciation ETF

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All positions including Vanguard Dividend Appreciation ETF held by Private Ocean consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Private Ocean

Quarter filed Position value Share count Share price at filing
2024-03-31 $149k 818 182.61
2023-12-31 $168k 985 170.31
2023-09-30 $153k 985 155.30
2023-06-30 $160k 985 162.35
2023-03-31 $153k 994 153.93
2022-12-31 $184k 1.2k 151.79
2022-09-30 $134k 993 134.94
2022-06-30 $150k 1.0k 143.27
2022-03-31 $170k 1.0k 162.37
2021-12-31 $180k 1.0k 172.08
2021-09-30 $161k 1.0k 153.77
2021-06-30 $136k 881 154.37
2021-03-31 $176k 1.2k 147.03
2020-12-31 $167k 1.2k 141.29
2020-09-30 $152k 1.2k 128.70
2020-06-30 $138k 1.2k 116.85
2020-03-31 $141k 1.4k 102.84
2019-12-31 $148k 1.2k 125.21
2019-09-30 $142k 1.2k 120.14
2019-06-30 $136k 1.2k 115.06
2019-03-31 $130k 1.2k 109.98
2018-12-31 $116k 1.2k 98.14
2018-09-30 $164k 1.5k 110.66
2018-06-30 $151k 1.5k 101.89
2018-03-31 $149k 1.5k 100.61
2017-12-31 $49k 477 102.73
2017-09-30 $45k 477 94.34
2017-06-30 $44k 477 92.24
2017-03-31 $43k 474 90.72
2016-12-31 $40k 474 84.39
2016-09-30 $40k 471 84.93
2016-06-30 $39k 469 83.16
2016-03-31 $38k 466 81.55
2015-12-31 $36k 464 77.59
2015-09-30 $49k 663 73.91
2015-06-30 $52k 663 78.43
2015-03-31 $53k 663 79.94
2014-12-31 $54k 660 81.82
2014-09-30 $50k 656 76.22
2014-06-30 $51k 656 77.74
2014-03-31 $49k 656 74.70
2013-12-31 $49k 656 74.70

More positions owned by Private Ocean

Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
iShares Total US Bond ETF Etf (IUSB)
Dimensional Global Real Estate ETF Etf (DFGR)
Dimensional Emerging Core Equity Mkt ETF Etf (DFAE)
SPDR Blmbg Barclays High Yield Bd ETF Etf (JNK)
Dimensional International Equity Mkt ETF Etf (DFAI)
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG)
Invesco Taxable Municipal Bond ETF Etf (BAB)
iShares MSCI USA Quality Factor ETF Etf (QUAL)
Dimensional U.S. Core Equity Market ETF Etf (DFAU)
iShares Russell 1000 Index Etf (IWB)
SPDR Nuveen S&P High Yield Municipal Bond Etf (HYMB)
iShares Core S&P 500 ETF Etf (IVV)
iShares ESG 1-5 Year USD Corp Bd ETF Etf (SUSB)

View all positions for Private Ocean

Top funds holding Vanguard Dividend Appreciation ETF

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
Vanguard Group
Wealthfront Advisers
UBS Group
LPL Financial
HB Wealth Management
Royal Bank of Canada
Raymond James & Associates
Jpmorgan Chase & Co
Commonwealth Equity Services
Ameriprise Financial
HighTower Advisors
Bank of New York Mellon

View all funds holding Vanguard Dividend Appreciation ETF