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Vanguard Dividend Appreciation ETF shares owned by SWAN Capital

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

Historical chart of SWAN Capital investment in Vanguard Dividend Appreciation ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by SWAN Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 58k 198.06
2024-06-30 $7.3M 40k 182.55
2024-03-31 $2.1M 11k 182.61
2023-09-30 $1.1M 6.8k 155.39
2023-03-31 $683k 4.4k 154.01

More positions owned by SWAN Capital

Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Pfd And Incm Sec (PFF)
Vanguard World Utilities Etf (VPU)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard World Energy Etf (VDE)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard World Inf Tech Etf (VGT)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for SWAN Capital

Top funds holding Vanguard Dividend Appreciation ETF

Bank of America Corporation
Wells Fargo & Company
Vanguard Group
Wealthfront Advisers
UBS Group
LPL Financial
HB Wealth Management
Raymond James & Associates
Royal Bank of Canada
Jpmorgan Chase & Co
Commonwealth Equity Services
Ameriprise Financial
Envestnet Asset Management
HighTower Advisors
Signature

View all funds holding Vanguard Dividend Appreciation ETF