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Vanguard Dividend Appreciation ETF shares owned by Surevest

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

Historical chart of Surevest investment in Vanguard Dividend Appreciation ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Surevest

Quarter filed Position value Share count Share price at filing
2022-09-30 $67k 494 135.63
2022-06-30 $70k 491 142.57
2022-03-31 $92k 567 162.26
2021-12-31 $84k 487 172.48
2020-03-31 $239k 2.3k 103.28
2019-12-31 $357k 2.9k 124.74
2019-09-30 $394k 3.3k 119.72
2019-06-30 $425k 3.7k 115.27
2019-03-31 $483k 4.4k 109.55
2018-12-31 $464k 4.7k 98.04

More positions owned by Surevest

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Msci Acwi Ex Us (ACWX)
Apple (AAPL)
Ishares Tr Morningstar Valu (ILCV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Morningstr Us Eq (ILCB)
Palo Alto Networks (PANW)
Ishares Tr Morningstar Grwt (ILCG)
Chevron Corporation (CVX)
Microsoft Corporation (MSFT)
Genuine Parts Company (GPC)
Philip Morris International (PM)

View all positions for Surevest

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