Charter Trust »

Vanguard Dividend Appreciation ETF shares owned by Charter Trust

Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Charter Trust from 13F filings

Historical chart of Charter Trust investment in Vanguard Dividend Appreciation ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Dividend Appreciation ETF held by Charter Trust 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 Charter Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $240k 1.2k 198.06

More positions owned by Charter Trust

Select Sector Spdr Technology (XLK)
Eli Lilly & Co. (LLY)
Apple (AAPL)
iShares ETFs/USA Core Us Aggbd Et (AGG)
Ishares Core S&p500 Etf (IVV)
Johnson & Johnson (JNJ)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
iShares ETFs/USA Core S&p Mcp Etf (IJH)
Exxon Mobil Corporation (XOM)
Select Sector Spdr Sbi Cons Discr (XLY)
BlackRock Fund Advisors Core S&p Scp Etf (IJR)
Select Sector Spdr Sbi Healthcare (XLV)
State Street ETF/USA Indl (XLI)
iShares ETFs/USA Ishs 1-5yr Invs (IGSB)

View all positions for Charter Trust

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