Ballast Financial Advisors »

Vanguard Dividend Appreciation ETF shares owned by Ballast Financial Advisors

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

Historical chart of Ballast Financial 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 Ballast Financial 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 Ballast Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.2M 10k 215.05

More positions owned by Ballast Financial Advisors

Ishares Tr Core 1 5 Yr Usd (ISTB)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Fundamental Intl (FNDF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Ballast Financial Advisors

Top funds holding Vanguard Dividend Appreciation ETF

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
Vanguard Group
Vanguard Global Advisers
Wealthfront Advisers
LPL Financial
UBS Group
HB Wealth Management
Raymond James Financial
Royal Bank of Canada
Envestnet Asset Management
Prudential Financial
Ameriprise Financial
Commonwealth Equity Services

View all funds holding Vanguard Dividend Appreciation ETF