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Vanguard Dividend Appreciation ETF shares owned by Moneta Group Investment Advisors

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

Historical chart of Moneta Group Investment Advisors investment in Vanguard Dividend Appreciation ETF

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All positions including Vanguard Dividend Appreciation ETF held by Moneta Group Investment 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 Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.8M 28k 170.40
2023-09-30 $5.0M 32k 155.38
2023-06-30 $5.5M 34k 162.43
2023-03-31 $5.6M 36k 154.01
2022-12-31 $1.7B 11M 151.85
2022-09-30 $1.1M 8.4k 135.15
2022-06-30 $1.3M 9.0k 143.46
2022-03-31 $1.4M 8.4k 162.16
2021-12-31 $1.4M 8.4k 171.75
2021-09-30 $1.2M 7.6k 153.60
2021-06-30 $1.2M 7.5k 154.79
2021-03-31 $1.1M 7.3k 147.08
2020-12-31 $837k 5.9k 141.17
2020-09-30 $741k 5.8k 128.67
2020-06-30 $673k 5.7k 117.19
2020-03-31 $593k 5.7k 103.38
2019-12-31 $601k 4.8k 124.66
2019-09-30 $548k 4.6k 119.57
2019-06-30 $373k 1.2k 316.91
2019-03-31 $256k 246 1040.65
2018-12-31 $356k 3.6k 97.94
2018-09-30 $650k 5.9k 110.77
2018-06-30 $621k 5.9k 105.83
2018-03-31 $245k 2.4k 101.20
2017-12-31 $247k 2.4k 102.02
2017-09-30 $229k 2.4k 94.59
2017-06-30 $224k 2.4k 92.52
2017-03-31 $218k 2.4k 90.05
2016-12-31 $245k 2.9k 85.34
2016-09-30 $287k 3.4k 83.89
2016-06-30 $285k 3.4k 83.31
2016-03-31 $323k 4.0k 81.14
2015-12-31 $310k 4.0k 77.87
2015-09-30 $141k 1.9k 73.98

More positions owned by Moneta Group Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Core Msci Emkt (IEMG)
Archer Daniels Midland Company (ADM)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Moneta Group Investment Advisors

Top funds holding Vanguard Dividend Appreciation ETF

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

View all funds holding Vanguard Dividend Appreciation ETF