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Vanguard Dividend Appreciation ETF shares owned by Beta Wealth

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

Historical chart of Beta Wealth investment in Vanguard Dividend Appreciation ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Beta Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 5.0k 219.79
2025-09-30 $1.3M 5.9k 215.79
2021-12-31 $255k 1.7k 153.80
2021-09-30 $255k 1.7k 153.80
2021-06-30 $7.7M 50k 154.68
2021-03-31 $7.2M 49k 147.00
2020-12-31 $6.3M 44k 141.12

More positions owned by Beta Wealth

Gmo Etf Trust Gmo Intl Quality (QLTI)
Pimco Etf Tr Multisector Bd (PYLD)
Invesco Exchange Traded Fd T S&p 500 Vlu Momn (SPVM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Em Mkts Div Etf (DVYE)
Global X Fds Nasdaq 100 Cover (QYLD)
First Tr Exch Trd Alphdx Em Sml Cp Alph (FEMS)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ssga Active Etf Tr State Street Bla (SRLN)
Dimensional Etf Trust Emerging Mrktets (DEXC)
J P Morgan Exchange Traded F Realty Income Et (JPRE)

View all positions for Beta Wealth

Top funds holding Vanguard Dividend Appreciation ETF

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

View all funds holding Vanguard Dividend Appreciation ETF