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Vanguard Dividend Appreciation ETF shares owned by Sweeney & Michel

Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Sweeney & Michel from 13F filings

Historical chart of Sweeney & Michel investment in Vanguard Dividend Appreciation ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Sweeney & Michel

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.0M 8.8k 229.37
2025-09-30 $1.9M 8.9k 212.59
2025-06-30 $1.8M 8.9k 205.93
2025-03-31 $1.5M 8.8k 173.71
2024-09-30 $2.1M 10k 201.51
2024-06-30 $1.9M 10k 183.66
2024-03-31 $1.8M 10k 181.66
2023-09-30 $2.2M 14k 158.00
2023-06-30 $2.3M 14k 163.44
2023-03-31 $2.2M 14k 156.73

More positions owned by Sweeney & Michel

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core High Dv Etf (HDV)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Capital Group International SHS (CGIE)
Capital Group Dividend Growe Shs Etf (CGDG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Johnson & Johnson (JNJ)
TriCo Bancshares (TCBK)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)

View all positions for Sweeney & Michel

Top funds holding Vanguard Dividend Appreciation ETF

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

View all funds holding Vanguard Dividend Appreciation ETF