Independent Advisor Alliance »

Vanguard Dividend Appreciation ETF shares owned by Independent Advisor Alliance

Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Independent Advisor Alliance from 13F filings

Historical chart of Independent Advisor Alliance investment in Vanguard Dividend Appreciation ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Dividend Appreciation ETF held by Independent Advisor Alliance consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2026-03-31 $84M 389k 215.06
2025-12-31 $982k 4.5k 219.80
2025-09-30 $951k 4.4k 215.79
2025-06-30 $882k 4.3k 204.68
2025-03-31 $504k 2.6k 194.01
2024-12-31 $78M 398k 195.83
2024-09-30 $393k 2.0k 198.03
2024-06-30 $730k 4.0k 182.56
2024-03-31 $1.1M 5.8k 182.60
2023-12-31 $2.0M 12k 170.41
2023-09-30 $896k 5.8k 155.39
2023-06-30 $1.1M 7.0k 162.44
2023-03-31 $1.3M 8.7k 154.01
2022-12-31 $1.7M 11k 151.86
2022-09-30 $1.2M 8.9k 135.10
2022-06-30 $533k 3.7k 143.36
2022-03-31 $619k 3.8k 162.04
2021-12-31 $656k 3.8k 171.73
2021-09-30 $587k 3.8k 153.66
2021-06-30 $482k 3.1k 154.69
2021-03-31 $471k 3.2k 147.00
2020-12-31 $483k 3.4k 141.15
2020-09-30 $437k 3.4k 127.70
2020-06-30 $436k 3.5k 124.22
2020-03-31 $392k 3.8k 103.48
2019-12-31 $28M 221k 124.66
2019-09-30 $434k 3.6k 120.49
2018-12-31 $362k 3.5k 104.72
2017-03-31 $4.3M 48k 89.30

More positions owned by Independent Advisor Alliance

NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYM)
Apple (AAPL)
Ameris Ban (ABCB)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust State Street Spd (SPYG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Spdr Index Shs Fds State Street Spd (SPDW)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Independent Advisor Alliance

Top funds holding Vanguard Dividend Appreciation ETF

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
Vanguard Group
Vanguard Global Advisers
Wealthfront Advisers
LPL Financial
UBS Group
HB Wealth Management
Raymond James Financial
Royal Bank of Canada
Envestnet Asset Management
Prudential Financial
Ameriprise Financial
Commonwealth Equity Services

View all funds holding Vanguard Dividend Appreciation ETF