W.G. Shaheen & Associates DBA Whitney & Co
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1577001
ROCHESTER, NY
Position in VIG
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$387,968
-$7,636 QoQ
Shares Held
1,804
+0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $387,968 | 1,804 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $395,604 | 1,800 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $352,169 | 1,632 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $332,998 | 1,627 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $315,621 | 1,627 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $317,636 | 1,622 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $319,470 | 1,613 | Shares | Sole | 2024-11-07 | |
| 2023-12-31 | $204,480 | 1,200 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||