M Holdings Securities, Inc.
Broker-DealerPosition in VIG — Vanguard Dividend Appreciation ETF
CIK 1569638
PORTLAND, OR
Position in VIG
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$6,820,842
-$286,183 QoQ
Shares Held
31,716
-1.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 quarters on record
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,820,842 | 31,716 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,107,025 | 32,337 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $6,387,168 | 29,599 | Shares | Sole | 2025-11-13 | |
| 2024-06-30 | $383,537 | 2,101 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $2,641,881 | 15,504 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,267,149 | 14,591 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $2,302,120 | 14,173 | Shares | Sole | 2023-09-26 | |
| 2023-03-31 | $3,002,886 | 19,498 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $3,106,091 | 20,455 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,598,586 | 19,226 | Shares | Sole | 2022-11-17 | |
| 2022-06-30 | $2,801,251 | 19,525 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $3,563,628 | 21,976 | Shares | Sole | 2022-05-24 | |
| 2021-06-30 | $2,901,693 | 18,746 | Shares | Sole | 2021-08-19 | |
| 2021-03-31 | $2,707,154 | 18,406 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,571,976 | 18,219 | Shares | Sole | 2021-02-26 | |
| 2020-09-30 | $2,241,128 | 17,419 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,553,689 | 13,259 | Shares | Sole | 2020-08-21 | |
| 2020-03-31 | $3,011,750 | 29,130 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||