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Vanguard Dividend Appreciation ETF shares owned by Zhang Financial

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

Historical chart of Zhang 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 Zhang 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 Zhang Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.4M 20k 215.79
2025-06-30 $4.1M 20k 204.68
2025-03-31 $3.9M 20k 193.99
2024-12-31 $3.9M 20k 195.83
2024-09-30 $2.7M 14k 198.07
2024-06-30 $2.6M 14k 182.55
2024-03-31 $2.6M 14k 182.60
2023-12-31 $2.2M 13k 170.40
2023-09-30 $2.0M 13k 155.82
2023-06-30 $2.1M 13k 162.10
2023-03-31 $2.1M 14k 154.01
2022-12-31 $2.3M 15k 151.84
2022-09-30 $1.9M 14k 135.12
2022-06-30 $2.0M 14k 143.40
2022-03-31 $2.3M 14k 162.16
2021-12-31 $2.2M 13k 171.81
2021-09-30 $1.9M 13k 153.57
2021-06-30 $1.7M 11k 154.85
2021-03-31 $1.6M 11k 148.29
2020-12-31 $1.4M 10k 141.15
2020-09-30 $1.3M 10k 129.70
2020-06-30 $1.2M 10k 118.39
2020-03-31 $1.1M 11k 105.69
2019-12-31 $1.0M 8.1k 124.72
2019-09-30 $685k 5.7k 119.57
2019-06-30 $660k 5.7k 115.20
2019-03-31 $305k 2.8k 109.71
2018-12-31 $272k 2.8k 97.84
2018-09-30 $238k 2.1k 110.90
2018-06-30 $239k 2.3k 101.88
2018-03-31 $232k 2.3k 98.89
2017-12-31 $255k 2.4k 104.29
2017-09-30 $224k 2.3k 95.48
2017-03-31 $255k 2.4k 104.29
2014-12-31 $219k 2.7k 81.26
2014-09-30 $207k 2.7k 76.81
2014-06-30 $210k 2.7k 77.92

More positions owned by Zhang Financial

Vanguard S&p S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Us Us Equity Etf (DFUS)
Ishares Core Core S&p Ttl Stk (ITOT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Us Us Core Equity 2 (DFAC)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Intermediate Intermed Term (BIV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Vanguard Small Sm Cp Val Etf (VBR)
Vanguard Total Total Bnd Mrkt (BND)
Vanguard High High Div Yld (VYM)
Stryker Corporation (SYK)
Bny Mellon Us Lrg Cp Core (BKLC)

View all positions for Zhang Financial

Top funds holding Vanguard Dividend Appreciation ETF

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

View all funds holding Vanguard Dividend Appreciation ETF