Vanguard Dividend Appreciation ETF shares owned by Montis Financial
Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Montis Financial
from 13F filings
Historical chart of Montis Financial investment in Vanguard Dividend Appreciation ETF
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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Montis Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.5M | 35k | 215.79 |
| 2025-06-30 | $1.5M | 7.5k | 204.68 |
| 2025-03-31 | $1.5M | 7.5k | 193.99 |
| 2024-12-31 | $1.5M | 7.5k | 195.84 |
| 2024-09-30 | $386k | 1.9k | 198.10 |
| 2024-06-30 | $261k | 1.4k | 182.50 |
| 2024-03-31 | $608k | 3.3k | 182.59 |
| 2023-12-31 | $568k | 3.3k | 170.38 |
| 2023-09-30 | $518k | 3.3k | 155.36 |
| 2023-06-30 | $438k | 2.7k | 162.41 |
| 2023-03-31 | $415k | 2.7k | 153.99 |
| 2022-12-31 | $410k | 2.7k | 151.83 |
| 2022-09-30 | $364k | 2.7k | 134.96 |
| 2022-06-30 | $387k | 2.7k | 143.49 |
| 2022-03-31 | $437k | 2.7k | 162.03 |
| 2021-12-31 | $463k | 2.7k | 171.67 |
| 2021-09-30 | $415k | 2.7k | 153.87 |
| 2021-06-30 | $417k | 2.7k | 154.62 |
| 2021-03-31 | $399k | 2.7k | 147.94 |
| 2020-12-31 | $371k | 2.7k | 137.56 |
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