Winch Advisory Services, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1585822
Appleton, WI
Position in VIG
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$183,876
-$3,376 QoQ
Shares Held
855
+0.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 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
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $183,876 | 855 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $187,252 | 852 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $162,921 | 755 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $134,263 | 656 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $88,459 | 456 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $88,906 | 454 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $70,905 | 358 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $64,987 | 356 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $65,009 | 356 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $51,801 | 304 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $46,769 | 301 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $31,998 | 197 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $10,626 | 69 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $10,477 | 69 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $9,326 | 69 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $9,755 | 68 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||