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Vanguard Dividend Appreciation ETF shares owned by Ropes Wealth Advisors

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

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

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All positions including Vanguard Dividend Appreciation ETF held by Ropes 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 Ropes Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.0M 13k 155.38
2023-06-30 $2.2M 14k 162.43
2023-03-31 $2.1M 13k 154.01
2022-12-31 $1.9M 13k 151.84
2022-09-30 $1.4M 11k 135.15
2022-06-30 $1.5M 11k 143.50
2022-03-31 $1.8M 11k 162.21
2021-12-31 $1.9M 11k 171.75
2021-09-30 $1.7M 11k 153.58
2021-06-30 $1.6M 10k 154.81
2021-03-31 $1.4M 9.2k 154.67
2020-12-31 $1.4M 9.6k 141.21
2020-09-30 $1.2M 9.4k 128.64
2020-06-30 $1.1M 9.6k 117.16
2020-03-31 $1.0M 9.8k 103.42
2019-12-31 $1.2M 9.5k 124.68
2019-09-30 $1.1M 9.5k 119.62
2019-06-30 $972k 8.4k 115.14
2019-03-31 $975k 8.9k 109.62
2018-12-31 $1.0M 10k 97.99
2018-09-30 $1.6M 14k 110.69
2018-06-30 $1.5M 15k 101.63
2018-03-31 $1.6M 16k 101.05
2017-12-31 $1.7M 16k 102.05
2017-09-30 $1.9M 20k 94.79
2017-06-30 $3.0M 33k 92.66
2017-03-31 $2.8M 31k 89.94
2016-12-31 $2.7M 31k 85.19
2016-09-30 $2.6M 31k 83.93
2016-06-30 $2.5M 30k 83.23
2016-03-31 $2.3M 28k 81.25
2015-12-31 $2.2M 28k 77.78
2015-09-30 $44k 600 73.33
2015-06-30 $94k 1.2k 78.33

More positions owned by Ropes Wealth Advisors

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Exxon Mobil Corporation (XOM)
Amazon (AMZN)
Procter & Gamble Company (PG)
JPMorgan Chase & Co. (JPM)
Johnson & Johnson (JNJ)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Pepsi (PEP)

View all positions for Ropes Wealth 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