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Vanguard Dividend Appreciation ETF shares owned by SRS Capital Advisors

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

Historical chart of SRS Capital 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 SRS Capital 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 SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.6M 13k 195.84
2024-09-30 $2.7M 14k 198.05
2024-06-30 $2.6M 14k 182.55
2024-03-31 $2.6M 14k 182.61
2023-12-31 $4.0M 24k 170.40
2023-09-30 $3.7M 24k 155.39
2023-06-30 $2.2M 13k 162.43
2023-03-31 $2.1M 14k 154.01
2022-12-31 $2.1M 14k 151.85
2022-09-30 $1.9M 14k 135.15
2022-06-30 $2.0M 14k 143.48
2022-03-31 $2.4M 15k 162.16
2021-12-31 $2.4M 14k 171.75
2021-09-30 $2.5M 16k 153.60
2021-06-30 $2.7M 17k 154.77
2020-12-31 $2.6M 18k 141.19
2020-09-30 $2.6M 21k 128.66
2020-06-30 $2.5M 21k 117.20
2020-03-31 $2.3M 22k 103.39
2019-12-31 $3.0M 24k 124.64
2019-09-30 $3.1M 26k 119.57
2019-06-30 $3.1M 27k 115.15
2018-12-31 $3.5M 36k 97.95
2018-09-30 $5.5M 49k 110.70
2018-06-30 $6.2M 61k 101.62
2018-03-31 $6.0M 60k 101.03
2017-12-31 $6.8M 67k 102.02
2017-09-30 $6.2M 66k 94.78
2017-06-30 $7.5M 84k 90.12
2017-03-31 $7.5M 84k 89.94
2016-12-31 $7.2M 85k 85.18

More positions owned by SRS Capital Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Tips Etf (SCHP)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Core Fixed Incom (DFCF)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for SRS Capital Advisors

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