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Vanguard Dividend Appreciation ETF shares owned by Triad Wealth Partners

Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Triad Wealth Partners from 13F filings

Historical chart of Triad Wealth Partners investment in Vanguard Dividend Appreciation ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $498k 2.3k 219.82
2025-09-30 $429k 2.0k 215.74
2024-06-30 $55k 299 182.55

More positions owned by Triad Wealth Partners

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr S&p 500 Val Etf (IVE)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Mega Cap Index (MGC)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)
First Tr Exchange-traded First Tr Enh New (FTSM)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Value Etf (EFV)
Microsoft Corporation (MSFT)
Ishares Tr Mbs Etf (MBB)

View all positions for Triad Wealth Partners

Top funds holding Vanguard Dividend Appreciation ETF

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UBS Group
HB Wealth Management
Raymond James Financial
Royal Bank of Canada
Jpmorgan Chase & Co
Prudential Financial
Ameriprise Financial
Commonwealth Equity Services
HighTower Advisors
Envestnet Asset Management
Signature

View all funds holding Vanguard Dividend Appreciation ETF