Vanguard Dividend Appreciation ETF shares owned by CapWealth Advisors
Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by CapWealth Advisors
from 13F filings
Historical chart of CapWealth Advisors investment in Vanguard Dividend Appreciation ETF
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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by CapWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $205k | 933 | 219.78 |
| 2025-09-30 | $201k | 933 | 215.79 |
| 2023-06-30 | $425k | 2.6k | 162.43 |
| 2023-03-31 | $430k | 2.8k | 154.01 |
| 2022-12-31 | $599k | 3.9k | 151.85 |
| 2022-09-30 | $545k | 4.0k | 135.17 |
| 2022-06-30 | $696k | 4.9k | 143.48 |
| 2022-03-31 | $744k | 4.6k | 162.06 |
| 2021-12-31 | $596k | 3.5k | 171.61 |
| 2021-09-30 | $611k | 4.0k | 153.52 |
| 2021-06-30 | $708k | 4.6k | 154.72 |
| 2021-03-31 | $837k | 5.7k | 147.10 |
| 2020-12-31 | $1.6M | 12k | 141.20 |
| 2020-09-30 | $1.5M | 11k | 128.64 |
| 2020-06-30 | $1.4M | 12k | 117.20 |
| 2020-03-31 | $243k | 2.4k | 103.36 |
| 2019-12-31 | $294k | 2.4k | 124.58 |
| 2019-09-30 | $282k | 2.4k | 119.49 |
| 2019-06-30 | $272k | 2.4k | 115.25 |
| 2019-03-31 | $259k | 2.4k | 109.75 |
| 2018-12-31 | $231k | 2.4k | 97.88 |
| 2018-09-30 | $261k | 2.4k | 110.59 |
| 2013-09-30 | $7.0k | 94 | 74.47 |
| 2013-06-30 | $6.0k | 94 | 63.83 |
| 2013-03-31 | $6.0k | 93 | 64.52 |
| 2012-12-31 | $6.0k | 93 | 64.52 |
| 2012-09-30 | $5.0k | 92 | 54.35 |
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