CapWealth Advisors, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1531809
FRANKLIN, TN
Position in VIG
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$207,102
+$2,048 QoQ
Shares Held
963
+3.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
17 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
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $207,102 | 963 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $205,054 | 933 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $201,332 | 933 | Shares | Sole | 2026-02-06 | |
| 2023-06-30 | $425,404 | 2,619 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $429,533 | 2,789 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $598,592 | 3,942 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $544,965 | 4,032 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $695,972 | 4,851 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $744,476 | 4,591 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $596,487 | 3,473 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $611,328 | 3,980 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $708,319 | 4,576 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $836,885 | 5,690 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $1,627,690 | 11,530 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $1,465,180 | 11,388 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,436,743 | 12,261 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $243,069 | 2,351 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||