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Vanguard Dividend Appreciation ETF shares owned by Sonata Capital

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

Historical chart of Sonata Capital investment in Vanguard Dividend Appreciation ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Sonata Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.7M 14k 198.05
2024-06-30 $2.5M 14k 182.57
2024-03-31 $2.5M 14k 182.59
2023-12-31 $2.4M 14k 170.38
2023-09-30 $2.1M 14k 155.36
2023-06-30 $2.2M 14k 162.43
2023-03-31 $2.2M 14k 154.00
2022-12-31 $2.2M 15k 151.88
2022-09-30 $2.0M 15k 135.13
2022-06-30 $2.1M 15k 143.45
2022-03-31 $2.4M 15k 162.14
2021-12-31 $2.5M 15k 171.77
2021-09-30 $2.2M 15k 153.62
2021-06-30 $2.0M 13k 154.80
2021-03-31 $1.9M 13k 147.08
2020-12-31 $1.9M 13k 141.18
2020-09-30 $1.6M 13k 128.68
2020-06-30 $1.3M 11k 117.22
2020-03-31 $897k 8.7k 103.42
2019-12-31 $1.1M 8.7k 124.64
2019-09-30 $995k 8.3k 119.55
2019-06-30 $958k 8.3k 115.10
2019-03-31 $913k 8.3k 109.70
2018-12-31 $815k 8.3k 97.92
2018-09-30 $921k 8.3k 110.66
2018-06-30 $825k 8.1k 101.56
2018-03-31 $821k 8.1k 101.07
2017-12-31 $757k 7.4k 101.98
2017-09-30 $701k 7.4k 94.76
2017-06-30 $714k 7.7k 92.61
2017-03-31 $721k 8.0k 89.90
2016-12-31 $683k 8.0k 85.16
2016-09-30 $718k 8.6k 83.98
2016-06-30 $673k 8.1k 83.19
2016-03-31 $596k 7.3k 81.20
2015-12-31 $485k 6.2k 77.72
2015-09-30 $412k 5.6k 73.76
2015-06-30 $463k 5.9k 78.53
2015-03-31 $278k 3.5k 80.58
2014-12-31 $280k 3.5k 81.16

More positions owned by Sonata Capital

Ishares Russell Mid Cap Etf Etf (IWR)
Ishares Russell 1000 Growth Et Etf (IWF)
Microsoft Corporation (MSFT)
Ishares Russell 1000 Value Etf Etf (IWD)
Ishares Russell 2000 Value Etf Etf (IWN)
Apple (AAPL)
Vanguard Total Stock Market Et Etf (VTI)
Vanguard High Dividend Yield E Etf (VYM)
Amazon (AMZN)
Ishares S&p 500 Growth Etf Etf (IVW)
Berkshire Hathaway (BRK.B)
Ishares Ibonds Dec 2024 Trm Et Etf (IBDP)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Ishares S&p Small Cap 600 Etf Etf (IJS)
Spdr S&p Midcap 400 Etf Iv Etf (MDY)

View all positions for Sonata Capital

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