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Vanguard Dividend Appreciation ETF shares owned by Comprehensive Portfolio Management

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

Historical chart of Comprehensive Portfolio 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 Comprehensive Portfolio Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Comprehensive Portfolio Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 13k 215.79
2025-06-30 $2.7M 13k 204.67
2025-03-31 $2.5M 13k 193.99
2024-12-31 $2.6M 13k 195.84
2024-09-30 $2.2M 11k 198.06
2024-06-30 $2.2M 12k 182.55
2024-03-31 $2.2M 12k 182.61
2023-12-31 $1.9M 11k 170.40
2023-09-30 $1.8M 12k 155.38
2023-06-30 $1.8M 11k 162.43
2023-03-31 $1.5M 9.7k 154.01
2022-12-31 $2.0M 13k 151.85
2022-09-30 $2.1M 16k 135.18
2022-06-30 $1.9M 13k 143.47
2022-03-31 $2.1M 13k 162.14
2021-12-31 $2.3M 13k 171.78
2021-09-30 $2.0M 13k 153.64
2021-06-30 $2.0M 13k 154.76
2021-03-31 $1.8M 13k 147.06
2020-12-31 $2.1M 15k 141.21
2020-09-30 $1.9M 15k 128.63
2020-06-30 $598k 5.1k 117.12
2020-03-31 $524k 5.1k 103.43
2019-12-31 $732k 5.9k 124.70
2019-09-30 $718k 6.0k 119.63
2019-06-30 $638k 5.5k 115.22
2019-03-31 $628k 5.7k 109.66
2018-12-31 $615k 6.3k 97.96
2018-09-30 $636k 5.7k 110.78
2018-06-30 $587k 5.8k 101.66
2018-03-31 $594k 5.9k 101.07
2017-12-31 $1.6M 16k 102.03
2017-09-30 $1.4M 15k 94.79
2017-06-30 $1.3M 15k 92.64
2016-12-31 $403k 4.7k 85.22

More positions owned by Comprehensive Portfolio Management

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
NVIDIA Corporation (NVDA)
Vanguard Wellington Us Momentum (VFMO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Comprehensive Portfolio 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