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Vanguard Dividend Appreciation ETF shares owned by EP Wealth Advisors

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

Historical chart of EP Wealth Advisors investment in Vanguard Dividend Appreciation ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $19M 113k 170.40
2023-09-30 $17M 110k 155.38
2023-06-30 $19M 20k 964.94
2023-03-31 $6.0M 25k 238.46
2022-12-31 $18M 120k 151.85
2022-09-30 $18M 134k 135.16
2022-06-30 $19M 133k 143.47
2022-03-31 $21M 131k 162.16
2021-12-31 $23M 132k 171.75
2021-09-30 $21M 2.9k 7176.97
2021-06-30 $30M 191k 154.79
2021-03-31 $28M 192k 147.08
2020-12-31 $5.0M 35k 141.18
2020-09-30 $4.5M 35k 128.65
2020-06-30 $3.9M 33k 117.17
2020-03-31 $3.7M 36k 103.40
2019-12-31 $3.4M 28k 124.64
2019-09-30 $3.4M 28k 119.57
2019-06-30 $2.1M 18k 115.19
2018-12-31 $1.9M 19k 97.97
2018-09-30 $2.1M 19k 110.72
2018-06-30 $1.7M 17k 101.62
2018-03-31 $1.7M 17k 101.06
2017-12-31 $322k 3.2k 102.16
2017-09-30 $266k 2.8k 94.83
2017-06-30 $409k 4.4k 92.60
2017-03-31 $241k 2.7k 89.93
2016-12-31 $310k 3.6k 85.28
2016-09-30 $229k 2.7k 83.88
2016-06-30 $245k 2.9k 83.30
2016-03-31 $449k 5.5k 81.19
2015-12-31 $756k 9.7k 77.73
2015-09-30 $972k 13k 73.71
2015-06-30 $1.0M 13k 78.58
2015-03-31 $2.7M 34k 80.47

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Amazon (AMZN)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
JPMorgan Chase & Co. (JPM)
Ishares Tr Us Treas Bd Etf (GOVT)
Broadcom (AVGO)

View all positions for EP Wealth Advisors

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