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Vanguard Dividend Appreciation ETF shares owned by Davies Financial Advisors

Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Davies Financial Advisors from 13F filings

Historical chart of Davies Financial Advisors investment in Vanguard Dividend Appreciation ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Dividend Appreciation ETF held by Davies Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Davies Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $322k 1.5k 215.81
2025-06-30 $752k 3.7k 204.65
2025-03-31 $713k 3.7k 193.97
2024-12-31 $434k 2.2k 195.83
2024-09-30 $436k 2.2k 198.06
2024-06-30 $391k 2.1k 182.55
2024-03-31 $315k 1.7k 182.61

More positions owned by Davies Financial Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Apple (AAPL)
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)
Ishares Gold Tr Ishares New (IAU)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Advanced Micro Devices (AMD)
Costco Wholesale Corporation (COST)
Meta Platforms Cl A (META)
Capital Group Core Balanced SHS (CGBL)

View all positions for Davies Financial Advisors

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