Barrett & Company »

Vanguard Dividend Appreciation ETF shares owned by Barrett & Company

Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Barrett & Company from 13F filings

Historical chart of Barrett & Company investment in Vanguard Dividend Appreciation ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Dividend Appreciation ETF held by Barrett & Company 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 Barrett & Company

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.0M 15k 195.83
2024-09-30 $2.8M 14k 198.06
2024-06-30 $1.5M 8.2k 182.56
2024-03-31 $1.2M 6.3k 182.62
2023-12-31 $1.1M 6.5k 170.41
2023-09-30 $1.1M 7.1k 155.38
2023-06-30 $1.1M 7.1k 162.44
2023-03-31 $1.0M 6.7k 154.02
2022-12-31 $1.0M 6.7k 151.84
2022-09-30 $1.0M 6.7k 151.84

More positions owned by Barrett & Company

Vanguard Index Fds Vanguard Total Stk Mkt Etf Total Stk Mkt (VTI)
Ishares Tr Msci Usa Min Vol Msci Usa Min Vol (USMV)
Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW)
NVIDIA Corporation (NVDA)
Ishares Morningstar Value Etf Morningstar Valu (ILCV)
Apple (AAPL)
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)
Ishares Tr Exponential Tech Exponential Tech (XT)
Vanguard Index Fds Vanguard Growth Etf Formerly Vanguard Index Tr Vipers Growth Etf (VUG)
Amazon (AMZN)
Spdr Ser Tr S&p 600 Smcp Grw S&P 600 SMCP GRW (SLYG)
Spdr S&p Midcap 400 Etf Utser1 S&pdcrp (MDY)
First Tr Value Line Divid Inde SHS (FVD)
Vanguard Index Fds Vanguard Value Etf Formerly Vanguard Index Tr Value Etf (VTV)
Vanguard Intl Equity Index Fds Allwrld Ex Us Allwrld Ex Us (VEU)

View all positions for Barrett & Company

Top funds holding Vanguard Dividend Appreciation ETF

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

View all funds holding Vanguard Dividend Appreciation ETF