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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

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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Charter Trust

Quarter filed Position value Share count Share price at filing
2025-12-31 $219k 995 219.78
2025-09-30 $215k 995 215.79
2025-06-30 $204k 995 204.67
2024-12-31 $238k 1.2k 195.83
2024-09-30 $240k 1.2k 198.06

More positions owned by Charter Trust

Select Sector Spdr Tr Technology (XLK)
Eli Lilly & Co. (LLY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Johnson & Johnson (JNJ)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Ishares Tr Core S&p Mcp Etf (IJH)
Costco Wholesale Corporation (COST)
Ishares Tr Core S&p Scp Etf (IJR)
Caterpillar (CAT)
Exxon Mobil Corporation (XOM)

View all positions for Charter Trust

Top funds holding Vanguard Dividend Appreciation ETF

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Commonwealth Equity Services
Ameriprise Financial
HighTower Advisors
Envestnet Asset Management
Signature

View all funds holding Vanguard Dividend Appreciation ETF