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Vanguard Dividend Appreciation ETF shares owned by LM Advisors

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

Historical chart of LM 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 LM 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 LM Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $22M 100k 215.79
2025-06-30 $20M 97k 204.67
2025-03-31 $19M 97k 193.99
2024-12-31 $18M 94k 195.83
2024-09-30 $17M 85k 195.04
2024-03-31 $16M 86k 179.86
2023-12-31 $16M 93k 170.40

More positions owned by LM Advisors

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Invesco Exch Trd Slf Idx Fd Rusl 1000 Dynm Etf (OMFL)
Alphabet Inc Cap Stk Cl C Cl C (GOOG)
Apple (AAPL)
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Berkshire Hathaway Inc Del Cl B Cl B (BRK.B)
Microsoft Corporation (MSFT)
Spdr Dow Jones Indl Average Ut Ser 1 Etf (DIA)
Meta Platforms Inc Cl A Cl A (META)
Alphabet Inc Cap Stk Cl A Cl A (GOOGL)
Vanguard Index Fds Total Stk Mkt Etf (VTI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt Etf (RSP)

View all positions for LM Advisors

Top funds holding Vanguard Dividend Appreciation ETF

Morgan Stanley
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

View all funds holding Vanguard Dividend Appreciation ETF