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Vanguard Dividend Appreciation ETF shares owned by Heritage Family Offices

Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Heritage Family Offices from 13F filings

Historical chart of Heritage Family Offices investment in Vanguard Dividend Appreciation ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Dividend Appreciation ETF held by Heritage Family Offices consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Heritage Family Offices

Quarter filed Position value Share count Share price at filing
2024-09-30 $596k 3.0k 198.06
2024-06-30 $549k 3.0k 182.55

More positions owned by Heritage Family Offices

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Core Msci Eafe (IEFA)
Xpel (XPEL)
Apple (AAPL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Heritage Family Offices

Top funds holding Vanguard Dividend Appreciation ETF

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

View all funds holding Vanguard Dividend Appreciation ETF