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Vanguard Dividend Appreciation ETF shares owned by Moneta Group Investment Advisors

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

Historical chart of Moneta Group Investment Advisors investment in Vanguard Dividend Appreciation ETF

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All positions including Vanguard Dividend Appreciation ETF held by Moneta Group Investment 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 Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.5M 48k 198.06
2024-06-30 $8.8M 48k 182.55
2024-03-31 $7.3M 40k 182.61
2023-12-31 $4.8M 28k 170.40
2023-09-30 $5.0M 32k 155.38
2023-06-30 $5.5M 34k 162.43
2023-03-31 $5.6M 36k 154.01
2022-12-31 $1.7M 11k 151.85
2022-09-30 $1.1M 8.4k 135.15
2022-06-30 $1.3M 9.0k 143.46
2022-03-31 $1.4M 8.4k 162.16
2021-12-31 $1.4M 8.4k 171.75
2021-09-30 $1.2M 7.6k 153.60
2021-06-30 $1.2M 7.5k 154.79
2021-03-31 $1.1M 7.3k 147.08
2020-12-31 $837k 5.9k 141.17
2020-09-30 $741k 5.8k 128.67
2020-06-30 $673k 5.7k 117.19
2020-03-31 $593k 5.7k 103.38
2019-12-31 $601k 4.8k 124.66
2019-09-30 $548k 4.6k 119.57
2019-06-30 $373k 1.2k 316.91
2019-03-31 $256k 246 1040.65
2018-12-31 $356k 3.6k 97.94
2018-09-30 $650k 5.9k 110.77
2018-06-30 $246k 2.4k 101.61
2018-03-31 $245k 2.4k 101.20
2017-12-31 $247k 2.4k 102.02
2017-09-30 $229k 2.4k 94.59
2017-06-30 $224k 2.4k 92.52
2017-03-31 $218k 2.4k 90.05
2016-12-31 $245k 2.9k 85.34
2016-09-30 $287k 3.4k 83.89
2016-06-30 $285k 3.4k 83.31
2016-03-31 $323k 4.0k 81.14
2015-12-31 $310k 4.0k 77.87
2015-09-30 $141k 1.9k 73.98

More positions owned by Moneta Group Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Archer Daniels Midland Company (ADM)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Moneta Group Investment Advisors

Top funds holding Vanguard Dividend Appreciation ETF

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

View all funds holding Vanguard Dividend Appreciation ETF