GeoWealth Management, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1593387
CHICAGO, IL
Position in VIG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$151,402
+$853 QoQ
Shares Held
704
+2.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
16 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
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 | $151,402 | 704 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $150,549 | 685 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $136,595 | 633 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $150,841 | 737 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $130,749 | 674 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $513,465 | 2,622 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $825,117 | 4,166 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $415,118 | 2,274 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $157,957 | 865 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $537,270 | 3,153 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $5,730,103 | 36,878 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $249,329 | 1,535 | Shares | Other | 2023-08-10 | |
| 2022-03-31 | $9,225,120 | 56,889 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $34,414,406 | 200,375 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $10,290,278 | 66,994 | Shares | Other | 2021-11-12 | |
| 2020-09-30 | $152,204 | 1,183 | Shares | Other | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||