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Vanguard Dividend Appreciation ETF shares owned by Catalytic Wealth RIA

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

Historical chart of Catalytic Wealth RIA investment in Vanguard Dividend Appreciation ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Catalytic Wealth RIA

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.8M 40k 219.78
2025-09-30 $12M 54k 215.79
2025-06-30 $8.2M 40k 204.67
2025-03-31 $8.2M 42k 193.99
2024-12-31 $8.6M 44k 195.83
2024-09-30 $9.9M 50k 198.06
2024-06-30 $9.4M 51k 182.55
2024-03-31 $9.2M 51k 182.61
2023-12-31 $5.7M 33k 170.40

More positions owned by Catalytic Wealth RIA

Tempus Ai Cl A (TEM)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl C (GOOG)
Apple (AAPL)
Microsoft Corporation (MSFT)
salesforce (CRM)
Atlassian Corporation Cl A (TEAM)
Amazon (AMZN)
Tesla Motors (TSLA)
Samsara Com Cl A (IOT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Broadcom (AVGO)

View all positions for Catalytic Wealth RIA

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
Ameriprise Financial
Commonwealth Equity Services
HighTower Advisors
Envestnet Asset Management
Signature

View all funds holding Vanguard Dividend Appreciation ETF