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Vanguard Dividend Appreciation ETF shares owned by Cyndeo Wealth Partners

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

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

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All positions including Vanguard Dividend Appreciation ETF held by Cyndeo 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 Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $613k 3.1k 198.05
2024-06-30 $252k 1.4k 182.54
2024-03-31 $262k 1.4k 182.60
2023-12-31 $248k 1.5k 170.39
2023-09-30 $230k 1.5k 155.37
2023-06-30 $228k 1.4k 162.42
2023-03-31 $223k 1.4k 154.00
2022-12-31 $256k 1.7k 151.84

More positions owned by Cyndeo Wealth Partners

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Apple (AAPL)
Amazon (AMZN)
Abbvie (ABBV)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Abbott Laboratories (ABT)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Alphabet Cap Stk Cl A (GOOGL)
Principal Exchange Traded Active High Yl (YLD)
UnitedHealth (UNH)
Meta Platforms Cl A (META)
First Tr Exchange-traded Senior Ln Fd (FTSL)

View all positions for Cyndeo Wealth Partners

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