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Vanguard Dividend Appreciation ETF shares owned by Waterfront Wealth

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

Historical chart of Waterfront Wealth investment in Vanguard Dividend Appreciation ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Waterfront Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $423k 2.0k 216.25
2025-06-30 $450k 2.2k 204.70
2025-03-31 $306k 1.6k 194.03
2024-12-31 $302k 1.5k 195.84
2024-09-30 $311k 1.6k 197.67
2024-06-30 $236k 1.3k 182.55
2024-03-31 $239k 1.4k 176.39
2023-12-31 $211k 1.2k 170.40

More positions owned by Waterfront Wealth

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Blackrock Enhanced Intl Div Com Bene Inter (BGY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Royce Value Trust (RVT)
Adams Express Company (ADX)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
BlackRock Enhanced Dividend Achievers Tr (BDJ)
Proshares Tr Large Cap Cre (CSM)
Jefferies Finl Group (JEF)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Commerce Bancshares (CBSH)

View all positions for Waterfront Wealth

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