BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1352860 BLUE BELL, PA

Position in VIG

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$537,865

-$45,650 QoQ

Shares Held

2,501

-5.8% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 93% Shared 0% None 7%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$537,865	2,501	-5.8%	Shares	Sole	2026-05-11
2025-12-31	$583,515	2,655	-7.1%	Shares	Sole	2026-02-09
2025-09-30	$616,727	2,858	+11.0%	Shares	Sole	2025-10-22
2025-06-30	$527,025	2,575	+4.1%	Shares	Sole	2025-08-11
2025-03-31	$479,931	2,474	+30.6%	Shares	Sole	2025-05-05
2024-12-31	$370,902	1,894	+0.8%	Shares	Sole	2025-02-07
2024-09-30	$372,154	1,879	-0.5%	Shares	Sole	2024-10-29
2024-06-30	$344,836	1,889	-3.5%	Shares	Sole	2024-08-05
2024-03-31	$357,367	1,957	-34.1%	Shares	Sole	2024-04-24
2023-12-31	$505,747	2,968	-1.6%	Shares	Sole	2024-01-25
2023-09-30	$468,626	3,016	0.0%	Shares	Sole	2023-10-30
2023-06-30	$489,888	3,016	-2.4%	Shares	Sole	2023-08-08
2023-03-31	$476,044	3,091	-1.0%	Shares	Sole	2023-05-08
2022-12-31	$473,923	3,121	-4.8%	Shares	Sole	2023-02-03
2022-09-30	$443,054	3,278	-25.8%	Shares	Sole	2022-11-09
2022-06-30	$633,420	4,415	-2.8%	Shares	Sole	2022-08-02
2022-03-31	$736,855	4,544	+505.9%	Shares	Sole	2022-04-21
2021-12-31	$128,812	750	-1.1%	Shares	Sole	2022-01-26
2021-09-30	$116,428	758	0.0%	Shares	Sole	2021-11-10
2021-06-30	$117,330	758	0.0%	Shares	Sole	2021-08-05
2021-03-31	$111,486	758	-5.1%	Shares	Sole	2021-04-23
2020-12-31	$112,794	799	-1.1%	Shares	Sole	2021-01-21
2020-09-30	$103,957	808	0.0%	Shares	Sole	2020-10-23
2020-06-30	$94,681	808	0.0%	Shares	Sole	2020-07-30
2020-03-31	$83,539	808	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.