CWM, LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1535847 OMAHA, NE

Position in VIG

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$27,558,003

+$32,537 QoQ

Shares Held

128,141

+2.3% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 1% Shared 0% None 99%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$27,558,003	128,141	+2.3%	Shares	Sole	2026-05-14
2025-12-31	$27,525,466	125,241	+16.5%	Shares	Sole	2026-01-26
2025-09-30	$23,188,361	107,458	+6.5%	Shares	Sole	2025-10-15
2025-06-30	$20,656,524	100,926	-5.9%	Shares	Sole	2025-07-25
2025-03-31	$20,802,711	107,236	+2.6%	Shares	Sole	2025-05-01
2024-12-31	$20,471,089	104,535	+3.7%	Shares	Sole	2025-02-04
2024-09-30	$19,962,467	100,790	+1.1%	Shares	Sole	2024-10-08
2024-06-30	$18,203,338	99,717	+4.8%	Shares	Sole	2024-07-10
2024-03-31	$17,376,619	95,157	-0.4%	Shares	Sole	2024-04-05
2023-12-31	$16,278,482	95,531	+20.2%	Shares	Sole	2024-02-01
2023-09-30	$12,347,427	79,466	+2.1%	Shares	Sole	2023-10-11
2023-06-30	$12,642,576	77,834	+0.3%	Shares	Sole	2023-08-03
2023-03-31	$11,945,785	77,565	+0.2%	Shares	Sole	2023-05-01
2022-12-31	$11,760,326	77,447	+6.6%	Shares	Sole	2023-02-01
2022-09-30	$9,822,617	72,674	+34.1%	Shares	Sole	2022-10-27
2022-06-30	$7,774,352	54,188	+168.9%	Shares	Sole	2022-07-28
2022-03-31	$3,267,361	20,149	+8.3%	Shares	Sole	2022-04-21
2021-12-31	$3,196,782	18,613	+30.1%	Shares	Sole	2022-01-31
2021-06-30	$2,215,354	14,312	0.0%	Shares	Sole	2021-09-15
2021-03-31	$2,105,008	14,312	0.0%	Shares	Sole	2021-09-15
2020-12-31	$2,020,425	14,312	0.0%	Shares	Sole	2021-09-15
2020-09-30	$1,841,381	14,312	0.0%	Shares	Sole	2021-09-15
2020-06-30	$1,677,080	14,312	0.0%	Shares	Sole	2021-09-15
2020-03-31	$1,479,717	14,312	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.