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Vanguard Dividend Appreciation ETF shares owned by Cascade Wealth Advisors

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

Historical chart of Cascade Wealth Advisors investment in Vanguard Dividend Appreciation ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Cascade Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.3M 47k 198.06
2024-06-30 $8.7M 47k 186.11
2024-03-31 $7.8M 44k 175.60

More positions owned by Cascade Wealth Advisors

Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Neos Etf Trust Neos S&p 500 Hi (SPYI)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Vanguard Index Fds Value Etf (VTV)
Blackstone Secd Lending Common Stock (BXSL)

View all positions for Cascade Wealth Advisors

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