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Vanguard Dividend Appreciation ETF shares owned by Legacy Private Trust

Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Legacy Private Trust from 13F filings

Historical chart of Legacy Private Trust investment in Vanguard Dividend Appreciation ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Dividend Appreciation ETF held by Legacy Private Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Legacy Private Trust

Quarter filed Position value Share count Share price at filing
2024-12-31 $821k 4.2k 195.83
2024-09-30 $696k 3.5k 198.06
2024-06-30 $630k 3.5k 182.55
2024-03-31 $630k 3.5k 182.61
2023-12-31 $515k 3.0k 170.40
2023-09-30 $469k 3.0k 155.38
2023-06-30 $510k 3.1k 162.43
2023-03-31 $465k 3.0k 154.01
2022-12-31 $466k 3.1k 151.79
2022-09-30 $415k 3.1k 135.18
2022-06-30 $440k 3.1k 143.32
2022-03-31 $498k 3.1k 162.22
2021-12-31 $527k 3.1k 171.66
2021-09-30 $472k 3.1k 153.75
2021-06-30 $475k 3.1k 154.72
2021-03-31 $457k 3.1k 147.04
2020-12-31 $439k 3.1k 141.25
2020-09-30 $400k 3.1k 128.70
2020-06-30 $364k 3.1k 117.12
2020-03-31 $321k 3.1k 103.28
2019-12-31 $406k 3.3k 124.81
2019-09-30 $389k 3.3k 119.58
2019-06-30 $382k 3.3k 115.13
2019-03-31 $364k 3.3k 109.70
2018-12-31 $478k 4.9k 97.99
2018-09-30 $349k 3.2k 110.79
2018-06-30 $320k 3.2k 101.59
2018-03-31 $318k 3.2k 100.95
2017-12-31 $376k 3.7k 102.04
2017-09-30 $344k 3.6k 94.77
2017-06-30 $320k 3.5k 92.75
2017-03-31 $310k 3.5k 89.86

More positions owned by Legacy Private Trust

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Broadcom (AVGO)
Janus Detroit Str Tr Henderson Mtg (JMBS)

View all positions for Legacy Private Trust

Top funds holding Vanguard Dividend Appreciation ETF

Bank of America Corporation
Wells Fargo & Company
Vanguard Group
Wealthfront Advisers
UBS Group
LPL Financial
HB Wealth Management
Raymond James & Associates
Royal Bank of Canada
Jpmorgan Chase & Co
Commonwealth Equity Services
Ameriprise Financial
Envestnet Asset Management
HighTower Advisors
Signature

View all funds holding Vanguard Dividend Appreciation ETF