Form 13-F position report

VANGUARD DIVIDEND APPRECIATION

Reported by Aevitas Wealth Management Inc

ETF profile Manager portfolio Source filing
VIG CUSIP 921908844 Manager CIK 0001722117
Latest reported change

Reported 16,921 shares, up 252 (1.5%) from the prior quarter.

Reported value 15.1%; share count 1.5% vs. the prior quarter.

Added
% of reported 13F value 1.83% This manager · Q2 2020
Shares 16,921 Quarter-end amount reported
Reported value $1,983,000 Fair value at quarter end
Consecutive quarters held 11 Through Q2 2020

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q4 2022 Added 15,448 +240 (1.6%) 1.39% $2,345,709 2023-01-24
Q3 2022 Reduced 15,208 -225 (-1.5%) 1.55% $2,056,000 2022-10-24
Q2 2022 Reduced 15,433 -151 (-1.0%) 1.5% $2,214,000 2022-07-22
Q1 2022 Reduced 15,584 -208 (-1.3%) 1.55% $2,527,000 2022-04-25
Q4 2021 Added 15,792 +25 (0.2%) 1.62% $2,712,000 2022-01-19
Q3 2021 Added 15,767 +25 (0.2%) 1.55% $2,422,000 2021-11-01
Q2 2021 Added 15,742 +74 (0.5%) 1.56% $2,437,000 2021-07-22
Q1 2021 Added 15,668 +19 (0.1%) 1.61% $2,304,000 2021-04-29
Q4 2020 Reduced 15,649 -1,300 (-7.7%) 1.62% $2,209,000 2021-01-19
Q3 2020 Added 16,949 +28 (0.2%) 1.8% $2,181,000 2020-10-22
Q2 2020 Added 16,921 +252 (1.5%) 1.83% $1,983,000 2020-07-29
Q1 2020 Reduced 16,669 -528 (-3.1%) 1.93% $1,723,000 2020-04-16
Q4 2019 Reduced 17,197 -297 (-1.7%) 2.02% $2,144,000 2020-01-31
Q3 2019 Added 17,494 +162 (0.9%) 2.1% $2,092,000 2019-10-21
Q2 2019 Added 17,332 +135 (0.8%) 2.01% $1,996,000 2019-07-26
Q1 2019 Added 17,197 +249 (1.5%) 1.68% $1,885,000 2019-05-09
Q4 2018 Reduced 16,948 -270 (-1.6%) 1.7% $1,660,000 2019-02-14
Q3 2018 Reduced 17,218 -472 (-2.7%) 1.73% $1,906,000 2018-11-14
Q2 2018 Reduced 17,690 -315 (-1.7%) 1.75% $1,798,000 2018-08-10
Q1 2018 Reduced 18,005 -239 (-1.3%) 1.82% $1,819,000 2018-05-15
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Institutional context

Who else reported the position

1133 managers reported VANGUARD DIVIDEND APPRECIATION for Q2 2020.

Manager Activity Shares Change % of reported 13F Reported value Tenure
Bank of America Corporation Reduced 22,264,000 -567,875 0.4% $2,608,896,000 29 qtrs
MORGAN STANLEY Added 9,356,413 +415,493 0.24% $1,096,384,000 29 qtrs
WELLS FARGO & COMPANY MN Added 6,347,770 +544,421 0.22% $743,832,000 29 qtrs
VANGUARD GROUP INC Added 6,103,062 +89,333 0.03% $715,157,000 28 qtrs
Wealthfront Advisers LLC Added 5,933,117 +1,031,180 5.39% $695,243,000 7 qtrs
UBS Group AG Reduced 5,266,650 -117,988 0.26% $617,146,000 23 qtrs
TRUIST FINANCIAL CORPORATION Added 3,949,257 +184,536 1.04% $462,774,000 11 qtrs
JPMorgan Chase & Co Reduced 3,626,591 -1,833,436 0.08% $424,964,000 29 qtrs
Citigroup Inc Added 3,467,130 +1,419,220 0.32% $406,278,000 29 qtrs
LPL Financial LLC Added 3,327,930 +188,864 0.68% $389,967,000 29 qtrs
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Filing details and methodology As reported
Report period
June 30, 2020
Filed
July 29, 2020
Filing type
13F-HR
Position type
DIV APP ETF

Voting authority reported

Sole
0
Shared
0
None
16,921

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.