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Vanguard Dividend Appreciation ETF shares owned by Relative Value Partners

Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Relative Value Partners from 13F filings

Historical chart of Relative Value Partners investment in Vanguard Dividend Appreciation ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Relative Value Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.8M 15k 182.55
2024-03-31 $300k 1.7k 172.51
2023-12-31 $312k 1.8k 170.42
2023-06-30 $284k 1.7k 162.42
2023-03-31 $261k 1.7k 154.00
2022-12-31 $226k 1.5k 151.87

More positions owned by Relative Value Partners

Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange Traded First Tr Enh New (FTSM)
Wisdomtree Tr Us Largecap Divd (DLN)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
JPMorgan Chase & Co. (JPM)
Uber Technologies (UBER)

View all positions for Relative Value Partners

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