Everhart Financial Group »

Vanguard Dividend Appreciation ETF shares owned by Everhart Financial Group

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

Historical chart of Everhart Financial Group investment in Vanguard Dividend Appreciation ETF

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Everhart Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 5.7k 215.79
2025-06-30 $1.2M 6.1k 204.67
2025-03-31 $358k 1.8k 193.99
2024-12-31 $363k 1.9k 195.83
2024-09-30 $367k 1.9k 198.06

More positions owned by Everhart Financial Group

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Meta Platforms Cl A (META)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Amazon (AMZN)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Broadcom (AVGO)

View all positions for Everhart Financial Group

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