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Vanguard Dividend Appreciation ETF shares owned by BerganKDV Wealth Management

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

Historical chart of BerganKDV Wealth Management investment in Vanguard Dividend Appreciation ETF

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All positions including Vanguard Dividend Appreciation ETF held by BerganKDV Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by BerganKDV Wealth Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $36M 219k 162.43
2023-03-31 $34M 221k 154.01
2022-12-31 $34M 221k 151.85
2022-09-30 $29M 217k 135.16
2022-06-30 $31M 216k 143.47
2022-03-31 $34M 210k 162.16
2021-12-31 $39M 230k 171.75
2021-09-30 $35M 227k 153.60
2021-06-30 $34M 218k 154.79
2021-03-31 $31M 212k 147.08
2020-12-31 $30M 215k 141.17
2020-09-30 $27M 211k 128.66
2020-06-30 $18M 157k 117.18
2020-03-31 $14M 135k 103.39
2019-12-31 $16M 127k 124.66
2019-09-30 $11M 93k 119.58
2019-06-30 $9.6M 84k 115.16
2019-03-31 $9.9M 90k 109.64
2018-12-31 $1.7M 18k 97.94
2018-09-30 $2.0M 18k 110.68
2018-06-30 $1.8M 18k 101.64
2018-03-31 $1.7M 17k 101.07
2017-12-31 $1.8M 17k 102.03
2017-09-30 $1.7M 18k 94.80
2017-06-30 $1.6M 18k 92.67
2017-03-31 $1.6M 18k 89.92
2016-12-31 $1.5M 18k 85.21
2016-09-30 $2.0M 24k 83.91
2016-06-30 $2.6M 31k 83.25
2016-03-31 $3.9M 47k 81.24

More positions owned by BerganKDV Wealth Management

Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Mbs Etf (MBB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for BerganKDV Wealth Management

Top funds holding Vanguard Dividend Appreciation ETF

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

View all funds holding Vanguard Dividend Appreciation ETF