Arete Wealth Advisors »

Vanguard Dividend Appreciation ETF shares owned by Arete Wealth Advisors

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

Historical chart of Arete 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 Arete Wealth 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 Arete Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.5M 38k 197.33
2024-03-31 $7.5M 41k 182.61
2023-12-31 $6.6M 39k 170.40
2023-09-30 $554k 3.6k 155.38
2023-06-30 $16M 96k 162.43
2023-03-31 $39B 256k 154009.82
2022-12-31 $36B 235k 151849.94
2022-09-30 $36M 265k 135.16
2022-06-30 $14M 267k 51.58
2022-03-31 $36M 221k 162.16
2021-12-31 $18M 104k 171.39
2021-09-30 $15M 99k 153.86
2021-06-30 $14M 94k 151.02
2021-03-31 $14M 93k 147.22
2020-12-31 $23M 166k 140.95
2020-09-30 $21M 164k 128.66
2020-06-30 $19M 163k 117.18
2020-03-31 $11M 107k 103.01
2019-12-31 $29M 234k 124.67
2019-09-30 $28M 230k 119.56
2019-06-30 $26M 228k 115.21
2019-03-31 $25M 224k 109.67
2018-12-31 $3.1M 32k 97.95
2018-09-30 $3.1M 28k 110.70
2018-06-30 $4.3M 43k 101.62
2018-03-31 $970k 9.6k 101.02
2017-12-31 $1.2M 12k 102.01
2017-09-30 $1.1M 11k 94.77
2017-06-30 $978k 11k 92.71
2017-03-31 $888k 9.9k 89.97
2016-12-31 $702k 8.2k 85.23
2016-09-30 $621k 7.4k 84.00
2016-06-30 $355k 4.3k 83.22

More positions owned by Arete Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Walt Disney Company (DIS)
Apple (AAPL)
Ishares Tr Unit Ser 1 (QQQ)
Intra-cellular Therapies S&p500 Eql Wgt (RSP)
NVIDIA Corporation (NVDA)
First Tr Morningstar Divid L Total Bd Etf (FBND)
Innovator Etfs Trust Ig Floating Rate (FLTR)
Super Micro Computer Portfolio Agrgte (SPAB)
Lamar Advertising 7-10 Yr Trsy Bd (IEF)
Microsoft Corporation (MSFT)
Spdr Ser Tr Eafe Value Etf (EFV)
Global X Fds Gold Shs (GLD)
Invesco Exchange Traded Fd T Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)

View all positions for Arete Wealth Advisors

Top funds holding Vanguard Dividend Appreciation ETF

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
Vanguard Group
Strategic Financial Concepts
Wealthfront Advisers
LPL Financial
HB Wealth Management
Royal Bank of Canada
Raymond James & Associates
Jpmorgan Chase & Co
Commonwealth Equity Services
Envestnet Asset Management
HighTower Advisors
Signature

View all funds holding Vanguard Dividend Appreciation ETF