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Vanguard Dividend Appreciation ETF shares owned by Core Wealth Partners

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

Historical chart of Core Wealth Partners investment in Vanguard Dividend Appreciation ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Core Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $223k 1.0k 215.79
2025-06-30 $211k 1.0k 204.67
2025-03-31 $210k 1.1k 193.99
2024-12-31 $212k 1.1k 195.83
2024-09-30 $215k 1.1k 198.06

More positions owned by Core Wealth Partners

Apple (AAPL)
Rockwell Automation (ROK)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Ishares Tr 0-3 Mnth Treasry (SGOV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
JPMorgan Chase & Co. (JPM)
Costco Wholesale Corporation (COST)
Broadcom (AVGO)
Ametek (AME)
Boeing Company (BA)

View all positions for Core Wealth Partners

Top funds holding Vanguard Dividend Appreciation ETF

Morgan Stanley
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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