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Vanguard Dividend Appreciation ETF shares owned by Waterloo Capital

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

Historical chart of Waterloo Capital investment in Vanguard Dividend Appreciation ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Waterloo Capital

Quarter filed Position value Share count Share price at filing
2024-06-30 $203k 1.1k 182.55

More positions owned by Waterloo Capital

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Wal-Mart Stores (WMT)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Apple (AAPL)
Ishares Aggregate Bond Etf Core Us Aggbd Et (AGG)
Aptus Defined Risk Etf Aptus Defined (DRSK)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Ishares Msci Usa Quality Factor Etf Msci Usa Qlt Fct (QUAL)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Opus Small Cap Value Etf Opus Sml Cp Vl (OSCV)

View all positions for Waterloo Capital

Top funds holding Vanguard Dividend Appreciation ETF

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

View all funds holding Vanguard Dividend Appreciation ETF