Vanguard Dividend Appreciation ETF shares owned by UMA Financial Services
Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Vanguard Dividend Appreciation ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Dividend Appreciation ETF held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Dividend Appreciation ETF by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $506k | 2.3k | 215.76 |
| 2025-06-30 | $483k | 2.4k | 204.66 |
| 2025-03-31 | $463k | 2.4k | 193.98 |
| 2024-12-31 | $491k | 2.5k | 195.82 |
| 2024-09-30 | $501k | 2.5k | 200.12 |
| 2024-06-30 | $471k | 2.5k | 190.46 |
| 2024-03-31 | $445k | 2.6k | 173.98 |
| 2023-12-31 | $547k | 3.2k | 172.49 |
| 2023-09-30 | $409k | 2.6k | 155.97 |
| 2023-06-30 | $427k | 2.6k | 162.42 |
| 2023-03-31 | $411k | 2.6k | 156.61 |
| 2022-12-31 | $360k | 2.3k | 154.93 |
| 2022-09-30 | $327k | 2.3k | 142.11 |
| 2022-06-30 | $221k | 1.4k | 153.15 |
| 2022-03-31 | $211k | 1.3k | 158.41 |
Top funds holding Vanguard Dividend Appreciation ETF
View all funds holding Vanguard Dividend Appreciation ETF