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Vanguard Dividend Appreciation ETF shares owned by Elmwood Wealth Management

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

Historical chart of Elmwood Wealth Management investment in Vanguard Dividend Appreciation ETF

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All positions including Vanguard Dividend Appreciation ETF held by Elmwood Wealth 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 Elmwood Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.1M 5.6k 195.83
2024-09-30 $1.1M 5.6k 198.06
2024-06-30 $1.0M 5.6k 182.55
2024-03-31 $1.1M 6.0k 182.61
2023-12-31 $1.1M 6.2k 170.40
2023-09-30 $2.5M 16k 155.38
2023-06-30 $2.7M 16k 162.43
2023-03-31 $2.7M 17k 154.01
2022-12-31 $2.9M 19k 151.85
2022-09-30 $2.6M 19k 135.18
2022-06-30 $2.8M 19k 143.49
2022-03-31 $3.1M 19k 162.17
2021-12-31 $3.1M 18k 171.77
2021-06-30 $2.8M 18k 154.76
2021-03-31 $2.6M 18k 147.10
2020-09-30 $2.1M 18k 117.18
2020-06-30 $2.1M 18k 117.18
2020-03-31 $2.7M 27k 101.05
2019-12-31 $2.3M 19k 124.69
2019-09-30 $2.2M 18k 119.57
2019-06-30 $2.1M 18k 115.17
2019-03-31 $2.2M 20k 109.64
2018-12-31 $2.7M 27k 97.95
2018-09-30 $2.9M 26k 110.70
2018-06-30 $2.8M 27k 101.62
2018-03-31 $2.7M 27k 101.05

More positions owned by Elmwood Wealth Management

Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr TRS FLT RT BD (TFLO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Ishares Tr Shrt Nat Mun Etf (SUB)
Blackrock Etf Trust Ii Ishares Short-te (CALI)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Amplify Etf Tr Cwp Intl Enhance (IDVO)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Goldman Sachs Etf Tr S&p 500 Core Pre (GPIX)

View all positions for Elmwood Wealth Management

Top funds holding Vanguard Dividend Appreciation ETF

Wealthfront Advisers
Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
Vanguard Group
UBS Group
LPL Financial
Raymond James Financial
HB Wealth Management
Jpmorgan Chase & Co
Raymond James & Associates
Royal Bank of Canada
Commonwealth Equity Services
Ameriprise Financial
Envestnet Asset Management

View all funds holding Vanguard Dividend Appreciation ETF