Vanguard Dividend Appreciation ETF shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in Vanguard Dividend Appreciation ETF
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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.4M | 30k | 216.65 |
| 2025-06-30 | $6.4M | 31k | 205.54 |
| 2024-09-30 | $6.1M | 31k | 198.90 |
| 2024-06-30 | $4.6M | 25k | 183.45 |
| 2024-03-31 | $4.4M | 24k | 182.61 |
| 2023-12-31 | $2.5M | 15k | 170.40 |
| 2023-09-30 | $2.3M | 15k | 156.15 |
| 2023-06-30 | $2.5M | 15k | 163.20 |
| 2023-03-31 | $2.1M | 14k | 154.01 |
| 2022-12-31 | $527k | 3.5k | 151.85 |
| 2022-09-30 | $378k | 2.8k | 135.05 |
| 2022-06-30 | $403k | 2.8k | 143.62 |
| 2022-03-31 | $349k | 2.2k | 161.95 |
| 2021-12-31 | $343k | 2.0k | 171.93 |
| 2020-12-31 | $473k | 3.4k | 141.19 |
| 2020-09-30 | $455k | 3.4k | 135.82 |
| 2020-06-30 | $395k | 3.4k | 117.91 |
| 2018-03-31 | $128k | 128k | 1.00 |
| 2017-12-31 | $135k | 1.3k | 107.14 |
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