Vanguard Dividend Appreciation ETF shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Vanguard Dividend Appreciation ETF
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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.3M | 43k | 215.79 |
| 2025-06-30 | $8.9M | 44k | 204.67 |
| 2025-03-31 | $8.6M | 44k | 193.99 |
| 2024-12-31 | $9.4M | 48k | 195.83 |
| 2024-09-30 | $9.5M | 48k | 198.06 |
| 2024-06-30 | $8.8M | 48k | 182.55 |
| 2024-03-31 | $58k | 1.4k | 41.77 |
| 2023-12-31 | $8.8M | 52k | 170.40 |
| 2023-09-30 | $8.2M | 53k | 155.38 |
| 2023-06-30 | $8.8M | 54k | 162.43 |
| 2023-03-31 | $8.9M | 58k | 154.01 |
| 2022-12-31 | $9.2M | 60k | 151.85 |
| 2022-09-30 | $8.6M | 63k | 135.16 |
| 2022-06-30 | $9.5M | 67k | 143.47 |
| 2022-03-31 | $15M | 92k | 162.16 |
| 2021-12-31 | $16M | 95k | 171.75 |
| 2021-09-30 | $15M | 98k | 153.60 |
| 2021-06-30 | $16M | 100k | 154.79 |
| 2021-03-31 | $15M | 101k | 147.08 |
| 2020-12-31 | $15M | 104k | 141.17 |
| 2020-09-30 | $12M | 96k | 128.66 |
| 2020-06-30 | $11M | 716 | 15931.56 |
| 2020-03-31 | $10M | 101k | 103.39 |
| 2019-12-31 | $12M | 100k | 124.66 |
| 2019-09-30 | $12M | 98k | 119.58 |
| 2019-06-30 | $10M | 89k | 115.16 |
| 2019-03-31 | $9.7M | 88k | 109.64 |
| 2018-12-31 | $10M | 104k | 97.94 |
| 2018-09-30 | $2.0M | 18k | 110.66 |
| 2018-06-30 | $1.8M | 18k | 101.56 |
| 2018-03-31 | $1.8M | 18k | 101.07 |
| 2017-12-31 | $1.8M | 18k | 102.01 |
| 2017-09-30 | $1.7M | 18k | 94.93 |
| 2017-06-30 | $1.7M | 18k | 92.67 |
| 2017-03-31 | $1.6M | 18k | 90.05 |
| 2016-12-31 | $1.5M | 18k | 85.18 |
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