Centricity Wealth Management »

Vanguard Dividend Appreciation ETF shares owned by Centricity Wealth Management

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

Historical chart of Centricity Wealth Management investment in Vanguard Dividend Appreciation ETF

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Centricity Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $2.8M 14k 204.67
2025-03-31 $2.5M 13k 193.99
2024-12-31 $2.5M 13k 195.83

More positions owned by Centricity Wealth Management

Vanguard Index Fdss&p 500 Etf Etf (VOO)
Ishares Trmsci Eafe Etf Etf (EFA)
J P Morgan Exchange Traded Fultra Shrt Etf Etf (JPST)
Ishares Tribds Dec28 Etf Etf (IBDT)
Ishares Tribonds 27 Etf Etf (IBDS)
Ishares Trcore S&p500 Etf Etf (IVV)
Vanguard Admiral Fds Inc500 Grth Idx F Etf (VOOG)
Vanguard Admiral Fds Inc500 Val Idx Etf (VOOV)
Ishares Trcore Div Grwth Etf (DGRO)
Spdr Gold Tr Etf (GLD)
Ishares Tribonds Dec2026 Etf (IBDR)
Vanguard Index Fdstotal Stk Mkt Etf (VTI)
Spdr S&p 500 Etf Tr Etf (SPY)
Vanguard Specialized Fundsdiv App Etf Etf (VIG)
Ishares Trcore S&p Us Vlu Etf (IUSV)

View all positions for Centricity Wealth Management

Top funds holding Vanguard Dividend Appreciation ETF

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

View all funds holding Vanguard Dividend Appreciation ETF