Institute for Wealth Management, LLC.
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1533954
DENVER, CO
Position in VIG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,315,522
-$74,366 QoQ
Shares Held
6,117
-3.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
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 | $1,315,522 | 6,117 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,389,888 | 6,324 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,589,077 | 7,364 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,096,826 | 5,359 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,039,010 | 5,356 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,073,148 | 5,480 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,092,697 | 5,517 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $980,293 | 5,370 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,034,120 | 5,663 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $981,163 | 5,758 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $903,690 | 5,816 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $982,376 | 6,048 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $898,340 | 5,833 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $843,526 | 5,555 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $735,405 | 5,441 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $893,674 | 6,229 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,020,148 | 6,291 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,090,097 | 6,347 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,019,750 | 6,639 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $993,906 | 6,421 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $943,812 | 6,417 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $905,605 | 6,415 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $784,568 | 6,098 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $694,408 | 5,926 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $561,614 | 5,432 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||