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Vanguard Dividend Appreciation ETF shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in Vanguard Dividend Appreciation ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $314k 1.7k 182.53
2024-03-31 $311k 1.7k 182.59
2023-12-31 $289k 1.7k 170.35
2023-09-30 $247k 1.6k 155.34
2023-06-30 $246k 1.5k 162.47
2023-03-31 $249k 1.6k 154.01

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View all positions for Cape Investment Advisory

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