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Vanguard Dividend Appreciation ETF shares owned by Values Added Financial

Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Values Added Financial from 13F filings

Historical chart of Values Added Financial investment in Vanguard Dividend Appreciation ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Values Added Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $585k 2.7k 215.79
2025-06-30 $567k 2.8k 204.67
2025-03-31 $514k 2.6k 193.99
2024-12-31 $540k 2.8k 195.86
2024-09-30 $323k 1.6k 198.00

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View all positions for Values Added Financial

Top funds holding Vanguard Dividend Appreciation ETF

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

View all funds holding Vanguard Dividend Appreciation ETF