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Vanguard Dividend Appreciation ETF shares owned by Wellesley Investment Partners

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

Historical chart of Wellesley Investment Partners investment in Vanguard Dividend Appreciation ETF

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All positions including Vanguard Dividend Appreciation ETF held by Wellesley Investment 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 Wellesley Investment Partners

Quarter filed Position value Share count Share price at filing
2020-09-30 $4.7M 37k 128.64
2020-06-30 $4.5M 39k 117.18
2020-03-31 $4.1M 39k 103.37
2019-12-31 $5.5M 44k 124.65
2019-09-30 $5.1M 43k 119.57
2019-06-30 $4.9M 42k 115.15
2019-03-31 $4.5M 41k 109.62
2018-12-31 $4.0M 41k 97.93
2018-09-30 $4.5M 41k 110.69
2018-06-30 $4.2M 42k 101.61
2018-03-31 $4.1M 41k 101.03
2017-12-31 $4.1M 40k 102.01
2017-09-30 $3.8M 40k 94.78
2017-06-30 $3.7M 40k 92.66
2017-03-31 $3.6M 41k 89.93
2016-12-31 $3.4M 40k 85.17
2016-09-30 $3.4M 40k 83.91
2016-06-30 $3.4M 41k 83.23
2016-03-31 $3.5M 43k 81.26
2015-12-31 $3.3M 42k 77.74

More positions owned by Wellesley Investment Partners

iShares S&P 500 ETF Core S&p500 Etf (IVV)
iShares 7-10 Year Treasury Bond ETF Barclays 7 10 Yr (IEF)
Vanguard Developed Markets ETF Ftse Dev Mkt Etf (VEA)
iShares U.S. Aggregate Bond ETF Core Us Aggbd Et (AGG)
Vanguard Short-Term Bond ETF Short Trm Bond (BSV)
Ishares 1-3 Year Treasry 1 3 Yr Treas Bd (SHY)
Schwab US Dividend Equity ETF Us Dividend Eq (SCHD)
Vanguard Emerging Markets ETF Ftse Emr Mkt Etf (VWO)
iShares Gold Trust ETF Ishares
iShares S&P Mid Cap ETF Core S&p Mcp Etf (IJH)
Powershs Nasdaq-100 ETF Unit Ser 1 (QQQ)
Vanguard Total Stock Mkt ETF Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Unit (SPY)
Vanguard Dividend Appreciation ETF Div App Etf (VIG)
Apple (AAPL)

View all positions for Wellesley Investment Partners

Top funds holding Vanguard Dividend Appreciation ETF

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Signature

View all funds holding Vanguard Dividend Appreciation ETF