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Vanguard Dividend Appreciation ETF shares owned by Kastel Capital Advisors

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

Historical chart of Kastel Capital Advisors investment in Vanguard Dividend Appreciation ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Dividend Appreciation ETF held by Kastel Capital 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 Kastel Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.0M 27k 219.78

More positions owned by Kastel Capital Advisors

Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core Msci Total (IXUS)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Emng Mkts Eqt (EMGF)
Ishares Tr National Mun Etf (MUB)

View all positions for Kastel Capital Advisors

Top funds holding Vanguard Dividend Appreciation ETF

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
Signature

View all funds holding Vanguard Dividend Appreciation ETF