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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Summit Financial

Quarter filed Position value Share count Share price at filing
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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Vanguard Tsm Idx;etf Etf (VTI)
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Vanguard Value Etf Etf (VTV)
Apple Common Stock (AAPL)
Microsoft Corporation Common Stock (MSFT)
SPDR S&P 500 Etf (SPY)
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Amazon.com Common Stock (AMZN)
Nvidia Corporation Common Stock (NVDA)
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Ishares:core S&p 500 Etf (IVV)
Meta Platforms Common Stock (META)
Vanguard Mc V I;etf Etf (VOE)

View all positions for Summit Financial

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