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Vanguard Dividend Appreciation ETF shares owned by Regent Peak Wealth Advisors

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

Historical chart of Regent Peak 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 Regent Peak 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 Regent Peak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $300k 1.5k 195.80
2024-09-30 $272k 1.4k 198.02
2023-03-31 $202k 1.3k 154.01
2020-12-31 $106k 750 141.33

More positions owned by Regent Peak Wealth Advisors

Vanguard Total Stock Market Etf Etf (VTI)
Ishares Core Msci Eafe Etf Etf (IEFA)
Apple Stock (AAPL)
Vanguard Growth Etf Etf (VUG)
Ishares Core Dividend Growth Etf Etf (DGRO)
Vanguard Total Bond Market Etf Etf (BND)
Accenture Plc Ireland Shs Class A Stock (ACN)
Ishares Russell 1000 Growth Etf Etf (IWF)
Tesla Stock (TSLA)
Spdr S&p Dividend Etf Etf (SDY)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Microsoft Corp Stock (MSFT)
Nvidia Corporation Stock (NVDA)
Amazon Stock (AMZN)
Vanguard Value Etf Etf (VTV)

View all positions for Regent Peak Wealth Advisors

Top funds holding Vanguard Dividend Appreciation ETF

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

View all funds holding Vanguard Dividend Appreciation ETF