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Vanguard Dividend Appreciation ETF shares owned by Iams Wealth Management

Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Iams Wealth Management from 13F filings

Historical chart of Iams Wealth Management investment in Vanguard Dividend Appreciation ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Dividend Appreciation ETF held by Iams Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Iams Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $585k 2.7k 215.89
2025-06-30 $486k 2.4k 204.67
2023-09-30 $201k 1.3k 155.38
2023-06-30 $392k 2.4k 160.79

More positions owned by Iams Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchange-traded Growth Strength (FTGS)
First Tr Exchange Traded Nasd Tech Div (TDIV)
United Parcel Service CL B (UPS)
Spdr Series Trust Bloomberg 3-12 M (BILS)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
First Tr Exchange-traded Core Investment (FTCB)
Procter & Gamble Company (PG)

View all positions for Iams Wealth Management

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