Clearstead Advisors, LLC

Position in VIG — VANGUARD DIVIDEND APPRECIATION INDEX FUND

CIK 842775 CLEVELAND, OH

All Filings in VIG

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$35,633,315	150,593	-1.2%	Shares	Sole	2026-08-06
2026-03-31	$32,786,327	152,452	-12.7%	Shares	Sole	2026-05-06
2025-12-31	$38,378,862	174,624	+6.1%	Shares	Sole	2026-02-09
2025-09-30	$35,505,223	164,536	+24.1%	Shares	Sole	2025-11-10
2025-06-30	$27,127,985	132,545	+1.9%	Shares	Sole	2025-08-08
2025-03-31	$25,225,683	130,036	-5.5%	Shares	Sole	2025-05-13
2024-12-31	$26,961,286	137,677	+2.9%	Shares	Sole	2025-02-10
2024-09-30	$26,488,940	133,742	-0.4%	Shares	Sole	2024-11-13
2024-06-30	$24,501,861	134,220	+17.4%	Shares	Sole	2024-08-12
2024-03-31	$20,876,340	114,322	-10.5%	Shares	Sole	2024-05-14
2023-12-31	$21,770,644	127,762	+7.7%	Shares	Sole	2024-02-12
2023-09-30	$18,438,944	118,670	+1.0%	Shares	Sole	2023-11-07
2023-06-30	$19,086,986	117,509	+13.2%	Shares	Sole	2023-08-07
2023-03-31	$15,991,474	103,834	+35.6%	Shares	Sole	2023-05-09
2022-12-31	$11,623,661	76,547	+22.2%	Shares	Sole	2023-02-14
2022-09-30	$8,469,801	62,665	+30.3%	Shares	Sole	2022-11-15
2022-06-30	$6,902,485	48,111	+26.2%	Shares	Sole	2022-08-12
2022-03-31	$6,182,998	38,129	+20.1%	Shares	Sole	2022-05-04
2021-12-31	$5,452,375	31,746	+5.2%	Shares	Sole	2022-02-14
2021-09-30	$4,635,187	30,177	+2.4%	Shares	Sole	2021-11-12
2021-06-30	$4,563,828	29,484	+3.4%	Shares	Sole	2021-08-12
2021-03-31	$4,192,368	28,504	0.0%	Shares	Sole	2021-05-14
2020-12-31	$4,023,909	28,504	0.0%	Shares	Sole	2021-02-11
2020-09-30	$3,667,324	28,504	-14.9%	Shares	Sole	2020-11-12
2020-06-30	$3,925,881	33,503	+30.7%	Shares	Sole	2020-08-11
2020-03-31	$2,650,609	25,637	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.