JFS WEALTH ADVISORS, LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1568068 HERMITAGE, PA

Position in VIG

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$13,426,410

-$579,070 QoQ

Shares Held

62,431

-2.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

3.51%

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%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$13,426,410	62,431	-2.0%	Shares	Sole	2026-04-21
2025-12-31	$14,005,480	63,725	+0.3%	Shares	Sole	2026-01-14
2025-09-30	$13,711,728	63,542	-0.7%	Shares	Sole	2025-11-10
2025-06-30	$13,099,494	64,003	-1.6%	Shares	Sole	2025-07-24
2025-03-31	$12,613,229	65,020	-1.9%	Shares	Sole	2025-04-22
2024-12-31	$12,973,737	66,250	-0.7%	Shares	Sole	2025-01-31
2024-09-30	$13,214,761	66,721	+1220.4%	Shares	Sole	2024-10-25
2024-06-30	$922,425	5,053	+21.6%	Shares	Sole	2024-07-15
2024-03-31	$759,109	4,157	+0.4%	Shares	Sole	2024-04-30
2023-12-31	$705,626	4,141	+1.4%	Shares	Sole	2024-02-07
2023-09-30	$634,727	4,085	+0.4%	Shares	Sole	2023-11-02
2023-06-30	$660,765	4,068	-16.1%	Shares	Sole	2023-08-07
2023-03-31	$746,640	4,848	+21.8%	Shares	Sole	2023-04-19
2022-12-31	$604,363	3,980	-4.0%	Shares	Sole	2023-02-13
2022-09-30	$560,103	4,144	+20.1%	Shares	Sole	2022-10-21
2022-06-30	$494,971	3,450	-8.8%	Shares	Sole	2022-08-02
2022-03-31	$613,451	3,783	-13.1%	Shares	Sole	2022-05-02
2021-12-31	$747,799	4,354	+69.7%	Shares	Sole	2022-02-03
2021-09-30	$393,984	2,565	+25.1%	Shares	Sole	2021-11-09
2021-06-30	$317,319	2,050	+5440.5%	Shares	Sole	2021-08-04
2021-03-31	$5,441	37	0.0%	Shares	Sole	2021-04-28
2020-12-31	$5,223	37	-87.1%	Shares	Sole	2021-02-01
2020-09-30	$36,796	286	+694.4%	Shares	Sole	2020-10-28
2020-06-30	$4,218	36	0.0%	Shares	Sole	2020-08-05
2020-03-31	$3,722	36	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.