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Vanguard Dividend Appreciation ETF shares owned by Helium Advisors

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

Historical chart of Helium 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 Helium 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 Helium Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $706k 3.4k 204.67
2025-03-31 $603k 3.1k 193.99
2024-12-31 $608k 3.1k 195.83

More positions owned by Helium Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Eafe (IEFA)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Apple (AAPL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Gold Tr Gold Shs (GLD)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Oracle Corporation (ORCL)

View all positions for Helium 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