Forvis Mazars Wealth Advisors, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1352864
Springfield, MO
Position in VIG
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$10,040,076
-$825,407 QoQ
Shares Held
46,685
-5.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
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 | $10,040,076 | 46,685 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $10,865,483 | 49,438 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $10,682,899 | 49,506 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $10,293,877 | 50,295 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $9,689,218 | 49,947 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $9,950,318 | 50,811 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $10,127,600 | 51,134 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,621,845 | 52,708 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $9,997,897 | 54,750 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $9,391,425 | 55,114 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $8,832,420 | 56,844 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $9,351,744 | 57,574 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $8,957,837 | 58,164 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $8,938,650 | 58,865 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $8,750,528 | 64,742 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $9,441,330 | 65,807 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $9,571,007 | 59,022 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $10,188,038 | 59,319 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $9,214,003 | 59,987 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $9,848,358 | 63,624 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $9,134,991 | 62,109 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $9,335,430 | 66,129 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $8,715,685 | 67,742 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $9,913,193 | 84,598 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $8,328,891 | 80,558 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||