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Vanguard Dividend Appreciation ETF shares owned by Wharton Business Group

Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Wharton Business Group from 13F filings

Historical chart of Wharton Business Group investment in Vanguard Dividend Appreciation ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Wharton Business Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $19M 113k 170.40
2023-09-30 $18M 113k 155.38
2023-06-30 $19M 116k 162.43
2023-03-31 $21M 136k 154.01
2022-12-31 $21M 138k 151.85
2022-09-30 $17M 128k 135.16
2022-06-30 $18M 125k 143.47
2022-03-31 $18M 107k 171.75
2021-12-31 $18M 107k 171.75
2021-06-30 $13M 86k 154.80
2021-03-31 $9.9M 67k 147.08
2020-12-31 $7.7M 55k 141.17
2020-09-30 $7.0M 54k 128.67
2020-06-30 $7.0M 60k 117.17
2020-03-31 $5.5M 53k 103.39
2019-12-31 $5.9M 47k 124.67
2019-09-30 $5.7M 47k 119.58
2019-06-30 $1.5M 13k 115.16
2019-03-31 $1.4M 13k 109.67
2018-12-31 $1.3M 13k 97.92
2018-09-30 $1.5M 13k 110.71
2018-06-30 $1.4M 14k 101.57
2018-03-31 $1.4M 14k 101.02
2017-12-31 $1.6M 16k 102.03
2017-09-30 $1.5M 16k 94.82
2017-06-30 $1.9M 20k 92.67
2017-03-31 $2.1M 24k 89.93
2016-12-31 $2.0M 24k 85.17
2016-09-30 $2.1M 25k 83.93
2016-06-30 $2.7M 32k 83.24
2016-03-31 $3.0M 38k 81.24
2015-12-31 $2.9M 37k 77.77
2015-09-30 $2.8M 39k 73.73
2015-06-30 $2.9M 37k 78.59
2015-03-31 $2.8M 35k 80.46
2014-12-31 $2.4M 30k 81.16
2014-09-30 $2.0M 27k 76.97
2014-06-30 $2.1M 26k 77.95
2014-03-31 $1.9M 26k 75.21
2013-12-31 $1.8M 23k 75.25
2013-09-30 $11M 151k 69.61
2013-06-30 $10M 155k 66.20

More positions owned by Wharton Business Group

Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Eafe Min Vl (EFAV)
Ishares Tr Msci Usa Value (VLUE)
Ishares Msci Emerg Mrkt (EEMV)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)
Ishares Core Msci Emkt (IEMG)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Select Sector Spdr Tr Sbi Healthcare (XLV)
JPMorgan Chase & Co. (JPM)

View all positions for Wharton Business Group

Top funds holding Vanguard Dividend Appreciation ETF

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

View all funds holding Vanguard Dividend Appreciation ETF