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Vanguard Dividend Appreciation ETF shares owned by Lodestone Wealth Management

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

Historical chart of Lodestone Wealth Management investment in Vanguard Dividend Appreciation ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Lodestone Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $282k 1.4k 198.04
2024-06-30 $259k 1.4k 182.57
2024-03-31 $259k 1.4k 182.63
2023-12-31 $247k 1.5k 170.43

More positions owned by Lodestone Wealth Management

Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Microsoft Corporation (MSFT)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Index Fds Value Etf (VTV)
Amgen (AMGN)
JPMorgan Chase & Co. (JPM)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Lennar Corp Cl A (LEN)
American Express Company (AXP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
D.R. Horton (DHI)
Merck & Co (MRK)

View all positions for Lodestone Wealth Management

Top funds holding Vanguard Dividend Appreciation ETF

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

View all funds holding Vanguard Dividend Appreciation ETF