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Juncture Wealth Strategies »

Vanguard Dividend Appreciation ETF shares owned by Juncture Wealth Strategies

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

Historical chart of Juncture Wealth Strategies investment in Vanguard Dividend Appreciation ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Juncture Wealth Strategies

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$286k	1.3k	215.79
2025-06-30	$298k	1.5k	204.67
2025-03-31	$419k	2.2k	193.99
2024-12-31	$448k	2.3k	195.83
2024-09-30	$225k	1.1k	198.06

More positions owned by Juncture Wealth Strategies

Vanguard Index Fds Large Cap Etf (VV)

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

Dimensional Etf Trust Us Mktwide Value (DFUV)

Schwab Strategic Tr Us Dividend Eq (SCHD)

Spdr Series Trust Prtflo S&p500 Vl (SPYV)

Dimensional Etf Trust Us Targeted Vlu (DFAT)

Ishares Tr Core Us Aggbd Et (AGG)

Vanguard Scottsdale Fds Int-term Corp (VCIT)

Global X Fds S&p 500 Covered (XYLD)

Global X Fds Global X Uranium (URA)

Vanguard Intl Equity Index F Ftse Europe Etf (VGK)

Spdr S&p 500 Etf Tr Tr Unit (SPY)

Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

Vanguard Index Fds Mcap Gr Idxvip (VOT)

Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Juncture Wealth Strategies

Top funds holding Vanguard Dividend Appreciation ETF

Morgan Stanley

Wells Fargo & Company

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

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