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Vanguard Dividend Appreciation ETF shares owned by Whelan Financial

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

Historical chart of Whelan Financial investment in Vanguard Dividend Appreciation ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Whelan Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $242k 1.1k 219.78
2021-12-31 $221k 1.3k 172.12

More positions owned by Whelan Financial

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Global 100 Etf (IOO)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Amazon (AMZN)

View all positions for Whelan Financial

Top funds holding Vanguard Dividend Appreciation ETF

Wells Fargo & Company
Vanguard Group
Wealthfront Advisers
LPL Financial
UBS Group
HB Wealth Management
Raymond James Financial
Royal Bank of Canada
Jpmorgan Chase & Co
Prudential Financial
Ameriprise Financial
Commonwealth Equity Services
HighTower Advisors
Envestnet Asset Management
Signature

View all funds holding Vanguard Dividend Appreciation ETF