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Vanguard Dividend Appreciation ETF shares owned by ORBA Wealth Advisors

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

Historical chart of ORBA 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 ORBA 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 ORBA Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $205k 1.1k 193.99
2024-12-31 $207k 1.1k 195.83
2024-09-30 $210k 1.1k 198.06

More positions owned by ORBA Wealth Advisors

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Ssga Active Etf Tr Ult Sht Trm Bd (ULST)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Ishares Tr Core S&p500 Etf (IVV)
Procter & Gamble Company (PG)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
First Tr Exchange-traded Cap Strength Etf (FTCS)

View all positions for ORBA 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