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Vanguard Dividend Appreciation ETF shares owned by Adapt Wealth Advisors

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

Historical chart of Adapt 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 Adapt 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 Adapt Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $721k 3.3k 215.79
2025-06-30 $699k 3.4k 204.67
2025-03-31 $663k 3.4k 193.99
2024-12-31 $670k 3.4k 195.83
2024-09-30 $677k 3.4k 198.06
2024-06-30 $651k 3.6k 182.55
2024-03-31 $628k 3.4k 182.61

More positions owned by Adapt Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Alps Etf Tr Smith Core Plus (SMTH)
Victory Portfolios Ii Shares Free Cash (VFLO)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Thornburg Etf Tr Intl Equity Etf (TXUE)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Global X Fds Us Infr Dev Etf (PAVE)
Global X Fds Artificial Etf (AIQ)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Vaneck Etf Trust Semiconductr Etf (SMH)
NVIDIA Corporation (NVDA)
Tcw Etf Trust Transform System (PWRD)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)

View all positions for Adapt Wealth Advisors

Top funds holding Vanguard Dividend Appreciation ETF

Morgan Stanley
Wells Fargo & Company
Vanguard Group
Wealthfront Advisers
LPL Financial
UBS Group
HB Wealth Management
Raymond James Financial
Royal Bank of Canada
Jpmorgan Chase & Co
Commonwealth Equity Services
Prudential Financial
Ameriprise Financial
HighTower Advisors
Envestnet Asset Management

View all funds holding Vanguard Dividend Appreciation ETF