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Vanguard Dividend Appreciation ETF shares owned by Plum Street Advisors

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

Historical chart of Plum Street 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 Plum Street 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 Plum Street Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $280k 1.3k 215.79
2025-06-30 $334k 1.6k 204.67
2025-03-31 $316k 1.6k 193.99
2024-12-31 $215k 1.1k 195.83
2024-09-30 $223k 1.1k 198.06
2024-06-30 $233k 1.3k 182.55
2024-03-31 $223k 1.1k 198.06

More positions owned by Plum Street Advisors

Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr 1000 Index Etf (SCHK)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Small Cp Etf (VB)
World Gold Tr Spdr Gld Minis (GLDM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Gold Tr Ishares New (IAU)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr 3yrtb Etf (ISHG)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Ultra Short Dur (ICSH)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Plum Street 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