SVB WEALTH LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1626116 BOSTON, MA

Position in VIG

as of Mar 31, 2026 · filed Apr 17, 2026 Compact

Position Value

$3,222,459

-$249,625 QoQ

Shares Held

14,984

-5.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 96% Shared 0% None 4%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,222,459	14,984	-5.2%	Shares	Sole	2026-04-17
2025-12-31	$3,472,084	15,798	-11.7%	Shares	Sole	2026-02-04
2025-09-30	$3,862,425	17,899	-8.6%	Shares	Sole	2025-11-06
2025-06-30	$4,006,210	19,574	-72.3%	Shares	Sole	2025-08-14
2024-12-31	$13,834,214	70,644	-15.2%	Shares	Sole	2025-02-05
2024-06-30	$15,204,224	83,288	-7.0%	Shares	Sole	2024-08-06
2024-03-31	$16,354,916	89,562	+47.5%	Shares	Sole	2024-05-15
2023-12-31	$10,344,472	60,707	-38.4%	Shares	Sole	2024-01-30
2023-09-30	$15,304,462	98,497	-3.8%	Shares	Sole	2023-10-23
2023-06-30	$16,626,821	102,363	-18.0%	Shares	Sole	2023-07-24
2023-03-31	$19,223,681	124,821	+5.3%	Shares	Sole	2023-05-12
2022-12-31	$17,996,654	118,516	+59.1%	Shares	Sole	2023-02-10
2022-09-30	$10,069,554	74,501	+33.0%	Shares	Sole	2022-11-09
2022-06-30	$8,035,754	56,010	-6.4%	Shares	Sole	2022-08-16
2022-03-31	$9,706,735	59,859	+3.1%	Shares	Sole	2022-05-13
2021-12-31	$9,969,572	58,047	-65.9%	Shares	Sole	2022-02-15
2021-09-30	$26,153,471	170,270	+1.1%	Shares	Sole	2021-11-09
2021-06-30	$26,073,600	168,445	-2.2%	Shares	Sole	2021-08-13
2021-03-31	$25,339,677	172,285	+2.5%	Shares	Sole	2021-05-11
2020-12-31	$23,716,842	168,002	-2.1%	Shares	Sole	2021-02-10
2020-09-30	$22,085,131	171,655	+11.5%	Shares	Sole	2020-11-10
2020-06-30	$18,032,126	153,884	+2739.7%	Shares	Sole	2020-08-05
2020-03-31	$560,270	5,419	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.