Segment Wealth Management, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1575581
HOUSTON, TX
Position in VIG
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$7,045,580
-$711,994 QoQ
Shares Held
32,761
-7.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.51%
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%
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 | $7,045,580 | 32,761 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $7,757,574 | 35,297 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $7,695,718 | 35,663 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $11,363,073 | 55,519 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $10,736,570 | 55,346 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $11,039,916 | 56,375 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $11,475,398 | 57,939 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $11,299,114 | 61,896 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $11,385,185 | 62,347 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $10,649,318 | 62,496 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $9,421,777 | 60,637 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $9,892,311 | 60,902 | Shares | Sole | 2023-08-22 | |
| 2023-03-31 | $9,667,669 | 62,773 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $9,695,774 | 63,851 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $9,073,155 | 67,129 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $9,601,012 | 66,920 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $10,834,720 | 66,815 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $11,400,765 | 66,380 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $9,910,732 | 64,523 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $9,710,595 | 62,734 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $8,725,373 | 59,324 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $9,624,688 | 68,178 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $7,465,110 | 58,022 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $6,687,111 | 57,067 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $1,881,697 | 18,200 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||