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Vanguard Dividend Appreciation ETF shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors investment in Vanguard Dividend Appreciation ETF

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All positions including Vanguard Dividend Appreciation ETF held by MAI Wealth 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $218M 1.0M 215.79
2025-06-30 $193M 943k 204.67
2025-03-31 $181M 932k 193.99
2024-12-31 $182M 929k 195.83
2024-09-30 $178M 899k 198.06
2024-06-30 $162M 886k 182.55
2024-03-31 $158M 867k 182.61
2023-12-31 $126M 739k 170.40
2023-09-30 $109M 704k 155.38
2023-06-30 $76M 470k 162.43
2023-03-31 $72M 467k 154.01
2022-12-31 $72M 476k 151.85
2022-09-30 $60M 446k 135.16
2022-06-30 $51M 359k 143.47
2022-03-31 $51M 317k 162.16
2021-12-31 $53M 308k 171.75
2021-09-30 $41M 267k 153.60
2021-06-30 $28M 181k 154.79
2021-03-31 $23M 154k 147.08
2020-12-31 $1.3M 9.1k 141.15
2020-09-30 $1.4M 11k 128.62
2020-06-30 $945k 8.1k 117.20
2020-03-31 $837k 8.1k 103.42
2019-12-31 $1.0M 8.3k 124.65
2019-09-30 $516k 4.3k 119.58
2019-06-30 $446k 3.9k 115.22
2019-03-31 $403k 3.7k 109.66
2018-12-31 $411k 4.2k 98.00
2018-09-30 $351k 3.2k 110.73
2018-06-30 $420k 4.1k 101.60
2018-03-31 $264k 2.6k 101.19
2017-12-31 $246k 2.4k 102.12
2017-09-30 $228k 2.4k 94.65
2017-06-30 $223k 2.4k 92.57
2016-03-31 $538k 6.6k 81.20
2015-12-31 $485k 6.2k 77.77
2015-09-30 $460k 6.2k 73.77
2015-06-30 $533k 6.8k 78.60
2015-03-31 $457k 5.7k 80.50
2014-12-31 $217k 2.7k 81.06
2012-03-31 $541k 9.2k 58.58

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth 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