Balanced Wealth Group »

Vanguard Dividend Appreciation ETF shares owned by Balanced Wealth Group

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

Historical chart of Balanced Wealth Group investment in Vanguard Dividend Appreciation ETF

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Balanced Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 7.0k 180.46
2023-12-31 $1.2M 6.8k 170.40

More positions owned by Balanced Wealth Group

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Eaton Vance Tax Managed Buy Write Opport (ETV)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
First Tr Value Line Divid In SHS (FVD)

View all positions for Balanced Wealth Group

Top funds holding Vanguard Dividend Appreciation ETF

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

View all funds holding Vanguard Dividend Appreciation ETF