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Vanguard Dividend Appreciation ETF shares owned by Wellspring Financial Advisors

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

Historical chart of Wellspring Financial Advisors investment in Vanguard Dividend Appreciation ETF

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

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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.4M 13k 182.56
2024-03-31 $2.7M 15k 182.62
2023-09-30 $2.5M 16k 155.38
2023-06-30 $2.6M 16k 162.43
2023-03-31 $2.5M 16k 154.01
2022-12-31 $2.4M 16k 151.85
2022-09-30 $2.2M 16k 135.19
2022-06-30 $2.3M 16k 143.46
2022-03-31 $2.6M 16k 162.16
2021-12-31 $2.8M 17k 171.73
2021-09-30 $2.4M 16k 153.61
2021-06-30 $2.5M 16k 154.79
2021-03-31 $1.8M 17k 103.39
2020-12-31 $2.4M 17k 141.16
2020-09-30 $2.2M 17k 128.65
2020-06-30 $2.0M 17k 117.17
2020-03-31 $1.8M 17k 103.39

More positions owned by Wellspring Financial Advisors

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Vanguard High Dividend Yield High Div Yld (VYM)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Goldman Sachs Physical Gold Etf Unit
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Consumer Discretionary Sel Sector Spdr Sbi Cons Discr (XLY)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Ishares S&p North Amer Tech-software Expanded Tech (IGV)
Vanguard Value Etf Value Etf (VTV)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY)
Ishares 7-10 Year Treasury Bond Etf 7-10 Yr Trsy Bd (IEF)
Ishares S&p Smallcap 600 Etf Core S&p Scp Etf (IJR)

View all positions for Wellspring Financial Advisors

Top funds holding Vanguard Dividend Appreciation ETF

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

View all funds holding Vanguard Dividend Appreciation ETF