Confluence Wealth Services, Inc.
Position in VIG — VANGUARD DIVIDEND APPRECIATION INDEX FUND
CIK 1910411
MCMURRAY, PA
All Filings in VIG
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,240,785 | 989,945 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $175,692,406 | 816,946 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $169,568,841 | 771,539 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $155,987,254 | 722,866 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $141,564,917 | 691,674 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $128,109,444 | 660,392 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $117,351,323 | 599,251 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $108,553,913 | 548,086 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $92,210,386 | 505,124 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $86,630,549 | 474,402 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $67,988,748 | 398,995 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $24,241,144 | 156,012 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $21,603,027 | 132,999 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $19,635,196 | 127,493 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $18,212,281 | 119,936 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,246,408 | 24,019 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $262,119 | 1,827 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $175,185 | 1,020 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||