GRIMES & Co WEALTH MANAGEMENT, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1321993
WESTBOROUGH, MA
Position in VIG
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$2,617,065
-$48,646 QoQ
Shares Held
12,169
+0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.14%
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 | $2,617,065 | 12,169 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,665,711 | 12,129 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,487,195 | 11,526 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,332,623 | 11,397 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,131,562 | 10,988 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,108,305 | 10,766 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $2,155,090 | 10,881 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $2,211,045 | 12,112 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $2,319,147 | 12,700 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $2,230,365 | 13,089 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,295,584 | 14,774 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $2,410,461 | 14,840 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $2,322,316 | 15,079 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,277,598 | 14,999 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $1,643,410 | 12,159 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $1,751,912 | 12,211 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,979,162 | 12,205 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,093,632 | 12,190 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $1,743,513 | 11,351 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,754,854 | 11,337 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,665,239 | 11,322 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,574,327 | 11,152 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,335,362 | 10,379 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,159,027 | 9,891 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,072,567 | 10,374 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||