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Vanguard Dividend Appreciation ETF shares owned by Kapstone Financial Advisors

Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Kapstone Financial Advisors from 13F filings

Historical chart of Kapstone Financial Advisors investment in Vanguard Dividend Appreciation ETF

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All positions including Vanguard Dividend Appreciation ETF held by Kapstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $539k 2.3k 236.62

More positions owned by Kapstone Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Core High Dv Etf (HDV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl A (GOOGL)
Procter & Gamble Company (PG)
Palantir Technologies Cl A (PLTR)
Vanguard Whitehall Fds High Div Yld (VYM)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Abbvie (ABBV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Kapstone Financial Advisors

Top funds holding Vanguard Dividend Appreciation ETF

Bank of America Corporation
Morgan Stanley
Vanguard Global Advisers
Wells Fargo & Company
Wealthfront Advisers
LPL Financial
Raymond James Financial
UBS Group
HB Wealth Management
Royal Bank of Canada
Jpmorgan Chase & Co
Envestnet Asset Management
HighTower Advisors
Jones Financial Companies, L.L
Prudential Financial

View all funds holding Vanguard Dividend Appreciation ETF