Sowell Financial Services LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1633697
NORTH LITTLE ROCK, AR
Position in VIG
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$7,084,076
-$338,114 QoQ
Shares Held
32,940
-2.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $7,084,076 | 32,940 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $7,422,190 | 33,771 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $7,131,859 | 33,050 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $6,239,160 | 30,484 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $5,661,986 | 29,187 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $6,120,079 | 31,252 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $6,309,003 | 31,854 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $5,711,441 | 31,287 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,050,051 | 33,131 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $5,973,201 | 35,054 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,751,935 | 17,711 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,106,148 | 19,123 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,843,807 | 11,972 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,892,135 | 19,046 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,705,043 | 12,615 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,946,170 | 13,565 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,710,950 | 10,551 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,092,702 | 18,007 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,901,811 | 18,892 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $3,600,105 | 23,258 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $5,238,254 | 35,615 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $2,711,311 | 19,206 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $2,279,597 | 17,718 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,915,804 | 33,417 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,615,651 | 34,971 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||