Vanguard Dividend Appreciation ETF shares owned by WMS Partners
Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by WMS Partners
from 13F filings
Historical chart of WMS Partners investment in Vanguard Dividend Appreciation ETF
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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by WMS Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $69M | 353k | 195.83 |
| 2024-09-30 | $65M | 326k | 198.06 |
| 2024-06-30 | $55M | 300k | 182.55 |
| 2024-03-31 | $51M | 277k | 182.61 |
| 2023-12-31 | $43M | 253k | 170.40 |
| 2023-09-30 | $37M | 235k | 155.38 |
| 2023-06-30 | $36M | 219k | 162.43 |
| 2023-03-31 | $31M | 199k | 154.01 |
| 2022-12-31 | $24M | 155k | 151.85 |
| 2022-09-30 | $19M | 138k | 135.16 |
| 2022-06-30 | $18M | 128k | 143.47 |
| 2022-03-31 | $19M | 118k | 162.16 |
| 2021-09-30 | $17M | 110k | 153.60 |
| 2021-06-30 | $18M | 114k | 154.79 |
| 2021-03-31 | $17M | 116k | 147.08 |
| 2020-12-31 | $16M | 120k | 128.66 |
| 2020-09-30 | $16M | 120k | 128.66 |
| 2020-06-30 | $16M | 135k | 117.18 |
| 2020-03-31 | $12M | 115k | 103.39 |
| 2019-12-31 | $15M | 119k | 124.66 |
| 2019-09-30 | $14M | 117k | 119.58 |
| 2019-06-30 | $14M | 118k | 115.16 |
| 2019-03-31 | $13M | 121k | 109.64 |
| 2018-12-31 | $12M | 124k | 97.95 |
| 2018-09-30 | $14M | 124k | 110.70 |
| 2018-06-30 | $13M | 125k | 101.62 |
| 2018-03-31 | $14M | 135k | 101.05 |
| 2017-12-31 | $14M | 140k | 102.03 |
| 2017-09-30 | $13M | 141k | 94.79 |
| 2017-06-30 | $13M | 145k | 92.67 |
| 2017-03-31 | $13M | 148k | 89.94 |
| 2016-12-31 | $13M | 147k | 85.18 |
| 2016-09-30 | $12M | 147k | 83.93 |
| 2016-06-30 | $13M | 150k | 83.24 |
| 2016-03-31 | $13M | 154k | 81.25 |
| 2015-12-31 | $12M | 151k | 77.76 |
| 2015-09-30 | $13M | 175k | 73.74 |
| 2015-06-30 | $14M | 178k | 78.58 |
| 2015-03-31 | $15M | 182k | 80.47 |
| 2014-12-31 | $15M | 179k | 81.16 |
| 2014-09-30 | $14M | 180k | 76.95 |
| 2014-06-30 | $14M | 177k | 77.95 |
| 2014-03-31 | $13M | 177k | 75.23 |
| 2013-12-31 | $14M | 185k | 75.24 |
| 2013-09-30 | $13M | 187k | 69.61 |
| 2013-06-30 | $12M | 184k | 66.20 |
| 2013-03-31 | $12M | 185k | 65.70 |
| 2012-12-31 | $11M | 178k | 59.57 |
| 2012-09-30 | $9.8M | 165k | 59.68 |
| 2012-06-30 | $8.9M | 158k | 56.69 |
| 2012-03-31 | $446k | 8.0k | 56.01 |
| 2011-12-31 | $6.7M | 122k | 54.65 |
| 2011-09-30 | $2.6M | 54k | 48.76 |
| 2011-06-30 | $446k | 8.0k | 56.01 |
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