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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

Tip: Access up to 7 years of quarterly data

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
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 S&P 500 Index Ez (IVV)
Microsoft Corp CS (MSFT)
Apple CS (AAPL)
Spdr S&p 500 Etf Trust Ee (SPY)
iShares S&P Mid Cap Index Ez (IJH)
iShares S&P Small Cap Index Ez (IJR)
Vanguard Dividend Appreciation Ee (VIG)
Amazon CS (AMZN)
Vanguard FTSE Developed Mkts E Ee (VEA)
iShares S&P Barra Value Index Ez (IVE)
iShares Russell 1000 Growth In Ez (IWF)
SPDR S&P Mid Cap 400 ETF Ee (MDY)
Invesco Qqq Tr Ser 1 Ee (QQQ)
iShares Core MSCI EAFE Ez (IEFA)
Alphabet Inc Class C CS (GOOG)

View all positions for MAI Wealth Advisors

Top funds holding Vanguard Dividend Appreciation ETF

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

View all funds holding Vanguard Dividend Appreciation ETF