Vanguard Dividend Appreciation ETF shares owned by Heritage Financial Services
Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Heritage Financial Services
from 13F filings
Historical chart of Heritage Financial Services investment in Vanguard Dividend Appreciation ETF
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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Heritage Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $767k | 3.6k | 215.77 |
| 2025-06-30 | $712k | 3.5k | 204.65 |
| 2025-03-31 | $675k | 3.5k | 193.97 |
| 2024-12-31 | $616k | 3.1k | 195.81 |
| 2024-09-30 | $623k | 3.1k | 198.04 |
| 2024-06-30 | $574k | 3.1k | 182.53 |
| 2024-03-31 | $606k | 3.3k | 182.59 |
| 2023-12-31 | $565k | 3.3k | 170.38 |
| 2023-09-30 | $515k | 3.3k | 155.37 |
| 2023-06-30 | $511k | 3.1k | 162.41 |
| 2023-03-31 | $680k | 4.4k | 154.00 |
| 2022-12-31 | $501k | 3.3k | 151.84 |
| 2022-09-30 | $436k | 3.2k | 134.90 |
| 2022-06-30 | $463k | 3.2k | 143.26 |
| 2022-03-31 | $625k | 3.9k | 162.04 |
| 2021-12-31 | $363k | 2.1k | 171.79 |
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