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Vanguard Dividend Appreciation ETF shares owned by Optivise Advisory Services

Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Optivise Advisory Services from 13F filings

Historical chart of Optivise Advisory Services investment in Vanguard Dividend Appreciation ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Dividend Appreciation ETF held by Optivise Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $326k 1.7k 195.78
2024-09-30 $309k 1.6k 198.03
2024-06-30 $273k 1.5k 182.56

More positions owned by Optivise Advisory Services

Ishares Tr TRS FLT RT BD (TFLO)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Tidal Etf Tr Sofi Enhanced Yl (THTA)
Spdr Ser Tr Bbg Conv Sec Etf (CWB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Faln Angls Usd (FALN)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Short Treas Bd (SHV)

View all positions for Optivise Advisory Services

Top funds holding Vanguard Dividend Appreciation ETF

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

View all funds holding Vanguard Dividend Appreciation ETF