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Vanguard Dividend Appreciation ETF shares owned by Stone Wealth Partners

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

Historical chart of Stone Wealth 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 Stone Wealth 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 Stone Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $450k 2.1k 215.06

More positions owned by Stone Wealth Partners

Spdr Series Trust State Street Spd (SPYG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Index Fds Value Etf (VTV)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr S&P SML 600 GWT (IJT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus Md Cp Gr Etf (IWP)
First Tr Exchange-traded First Tr Enh New (FTSM)
First Tr Exchange Traded Smid Risng Etf (SDVY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Stone Wealth Partners

Top funds holding Vanguard Dividend Appreciation ETF

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
Vanguard Group
Vanguard Global Advisers
Wealthfront Advisers
LPL Financial
UBS Group
HB Wealth Management
Raymond James Financial
Royal Bank of Canada
Envestnet Asset Management
Prudential Financial
Ameriprise Financial
Commonwealth Equity Services

View all funds holding Vanguard Dividend Appreciation ETF