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Vanguard Dividend Appreciation ETF shares owned by EP Wealth Advisors

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

Historical chart of EP Wealth Advisors investment in Vanguard Dividend Appreciation ETF

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All positions including Vanguard Dividend Appreciation ETF held by EP Wealth 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 EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $26M 133k 198.06
2024-06-30 $24M 132k 182.55
2024-03-31 $23M 127k 182.61
2023-12-31 $19M 113k 170.40
2023-09-30 $17M 110k 155.38
2023-06-30 $19M 20k 964.94
2023-03-31 $6.0M 25k 238.46
2022-12-31 $18M 120k 151.85
2022-09-30 $18M 134k 135.16
2022-06-30 $19M 133k 143.47
2022-03-31 $21M 131k 162.16
2021-12-31 $23M 132k 171.75
2021-09-30 $21M 2.9k 7176.97
2021-06-30 $30M 191k 154.79
2021-03-31 $28M 192k 147.08
2020-12-31 $5.0M 35k 141.18
2020-09-30 $4.5M 35k 128.65
2020-06-30 $3.9M 33k 117.17
2020-03-31 $3.7M 36k 103.40
2019-12-31 $3.4M 28k 124.64
2019-09-30 $3.4M 28k 119.57
2019-06-30 $2.1M 18k 115.19
2018-12-31 $1.9M 19k 97.97
2018-09-30 $2.1M 19k 110.72
2018-06-30 $1.7M 17k 101.62
2018-03-31 $1.7M 17k 101.06
2017-12-31 $322k 3.2k 102.16
2017-09-30 $266k 2.8k 94.83
2017-06-30 $409k 4.4k 92.60
2017-03-31 $241k 2.7k 89.93
2016-12-31 $310k 3.6k 85.28
2016-09-30 $229k 2.7k 83.88
2016-06-30 $245k 2.9k 83.30
2016-03-31 $449k 5.5k 81.19
2015-12-31 $756k 9.7k 77.73
2015-09-30 $972k 13k 73.71
2015-06-30 $1.0M 13k 78.58
2015-03-31 $2.7M 34k 80.47

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Amazon (AMZN)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Advisor Managed Portfolios Cornercap Fundam (FUNL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for EP Wealth Advisors

Top funds holding Vanguard Dividend Appreciation ETF

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

View all funds holding Vanguard Dividend Appreciation ETF