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Vanguard Dividend Appreciation ETF shares owned by Oxford Financial

Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Oxford Financial from 13F filings

Historical chart of Oxford Financial investment in Vanguard Dividend Appreciation ETF

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

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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Oxford Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $649k 3.3k 198.06
2024-03-31 $599k 3.3k 182.61
2023-12-31 $559k 3.3k 170.40
2023-09-30 $509k 3.3k 155.38
2023-06-30 $532k 3.3k 162.43
2023-03-31 $304k 2.0k 154.01
2022-12-31 $300k 2.0k 151.85
2022-09-30 $286k 2.1k 134.97
2022-06-30 $319k 2.2k 143.44
2022-03-31 $361k 2.2k 162.32

More positions owned by Oxford Financial

Eli Lilly & Co. (LLY)
Vanguard Index Fds Total Stk Mkt (VTI)
Intuitive Surgical Com New (ISRG)
Ishares Tr National Mun Etf (MUB)
Etf Ser Solutions Distillate Us (DSTL)
Listed Fd Tr Horizon Kinetics (INFL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Schwab Strategic Tr Fundamental Us L (FNDX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Acwi Etf (ACWI)
Microsoft Corporation (MSFT)

View all positions for Oxford Financial

Top funds holding Vanguard Dividend Appreciation ETF

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

View all funds holding Vanguard Dividend Appreciation ETF