ProVise Management Group, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1305707
CLEARWATER, FL
Position in VIG
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$29,127,941
-$788,512 QoQ
Shares Held
135,441
-0.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,127,941 | 135,441 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $29,916,453 | 136,120 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $29,511,224 | 136,759 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $28,323,257 | 138,385 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $27,458,508 | 141,546 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $28,165,837 | 143,828 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $30,350,318 | 153,238 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $29,293,433 | 160,468 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $33,624,709 | 184,134 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $33,339,782 | 195,656 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $30,391,395 | 195,594 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $34,319,997 | 211,291 | Shares | Sole | 2023-08-24 | |
| 2023-03-31 | $35,778,063 | 232,310 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $40,345,937 | 265,696 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $35,341,636 | 261,480 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $37,572,354 | 261,883 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $42,749,267 | 263,624 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $44,826,234 | 260,997 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $40,924,569 | 266,436 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $42,407,042 | 273,965 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $44,114,733 | 299,937 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $41,939,771 | 297,087 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $37,966,665 | 295,093 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $33,472,818 | 285,653 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $29,032,325 | 280,804 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||