Regal Investment Advisors »

Vanguard Dividend Appreciation ETF shares owned by Regal Investment Advisors

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

Historical chart of Regal Investment 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 Regal Investment Advisors 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 Regal Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $12M 77k 155.38
2023-06-30 $12M 74k 162.43
2023-03-31 $12M 76k 154.01
2022-12-31 $11M 73k 151.85
2022-09-30 $10M 74k 135.16
2022-06-30 $10M 73k 143.48
2022-03-31 $11M 69k 162.16
2021-12-31 $11M 66k 171.75
2021-09-30 $9.9M 65k 153.61
2021-06-30 $9.5M 62k 154.79
2020-12-31 $9.0M 63k 141.16
2020-06-30 $7.5M 64k 117.19
2019-12-31 $7.8M 62k 124.66
2019-09-30 $7.6M 63k 119.58
2019-06-30 $7.6M 66k 115.16
2019-03-31 $7.2M 65k 109.64
2018-12-31 $6.1M 62k 97.94
2018-09-30 $6.6M 60k 110.70
2018-06-30 $3.9M 38k 101.62
2018-03-31 $5.7M 56k 101.05
2017-12-31 $5.6M 55k 102.02
2017-09-30 $4.7M 49k 94.78
2017-06-30 $4.1M 45k 92.68
2017-03-31 $3.8M 43k 89.95
2016-12-31 $3.1M 36k 85.17
2016-09-30 $2.9M 35k 83.93
2016-06-30 $2.6M 31k 83.24
2016-03-31 $2.6M 32k 81.24
2015-12-31 $1.2M 15k 77.73
2015-09-30 $838k 11k 73.72
2015-06-30 $767k 9.8k 78.55
2015-03-31 $487k 6.0k 80.51
2014-12-31 $254k 3.1k 81.12
2014-09-30 $285k 3.7k 76.99
2014-06-30 $161k 2.1k 77.95
2014-03-31 $155k 2.1k 75.02
2013-12-31 $156k 2.1k 75.40
2013-09-30 $144k 2.1k 69.67
2013-06-30 $51k 765 66.67

More positions owned by Regal Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Call Call Option (QQQ)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Abbvie (ABBV)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Procter & Gamble Company (PG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Pfd And Incm Sec (PFF)
Johnson & Johnson (JNJ)

View all positions for Regal 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