Vanguard Dividend Appreciation ETF shares owned by Summit Financial
Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in Vanguard Dividend Appreciation ETF
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All positions including Vanguard Dividend Appreciation ETF held by Summit Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Dividend Appreciation ETF by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.1M | 37k | 215.79 |
| 2025-06-30 | $7.4M | 36k | 205.54 |
| 2025-03-31 | $6.3M | 33k | 193.99 |
| 2024-12-31 | $6.1M | 31k | 195.83 |
| 2024-09-30 | $6.5M | 33k | 198.90 |
| 2024-06-30 | $2.8M | 15k | 183.45 |
| 2024-03-31 | $1.2M | 6.4k | 182.60 |
| 2023-12-31 | $273k | 1.6k | 170.36 |
| 2023-09-30 | $232k | 1.5k | 156.18 |
| 2023-06-30 | $229k | 1.4k | 163.22 |
| 2023-03-31 | $222k | 1.4k | 154.02 |
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