Mason Investment Advisory Services, Inc.
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1635007
Reston, VA
Position in VIG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,057,218
+$98,266 QoQ
Shares Held
4,468
+0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#344
of 591 holders
Holding Since
Mar 2020
26 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
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,057,218 | 4,468 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $958,952 | 4,459 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $977,801 | 4,449 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,025,434 | 4,752 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $970,749 | 4,743 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $920,094 | 4,743 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $926,275 | 4,730 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $935,833 | 4,725 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $858,350 | 4,702 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $861,919 | 4,720 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $804,288 | 4,720 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $796,633 | 5,127 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $753,837 | 4,641 | Shares | Sole | 2024-08-08 | |
| 2023-03-31 | $714,760 | 4,641 | Shares | Sole | 2024-08-08 | |
| 2022-12-31 | $401,035 | 2,641 | Shares | Sole | 2024-08-07 | |
| 2022-09-30 | $356,957 | 2,641 | Shares | Sole | 2024-08-07 | |
| 2022-06-30 | $378,904 | 2,641 | Shares | Sole | 2024-08-07 | |
| 2022-03-31 | $934,041 | 5,760 | Shares | Sole | 2024-08-07 | |
| 2021-12-31 | $1,006,111 | 5,858 | Shares | Sole | 2024-08-06 | |
| 2021-09-30 | $937,267 | 6,102 | Shares | Sole | 2024-08-06 | |
| 2021-06-30 | $957,840 | 6,188 | Shares | Sole | 2024-08-06 | |
| 2021-03-31 | $910,131 | 6,188 | Shares | Sole | 2024-08-06 | |
| 2020-12-31 | $873,559 | 6,188 | Shares | Sole | 2024-08-05 | |
| 2020-09-30 | $819,821 | 6,372 | Shares | Sole | 2024-08-05 | |
| 2020-06-30 | $746,670 | 6,372 | Shares | Sole | 2024-08-05 | |
| 2020-03-31 | $658,801 | 6,372 | Shares | Sole | 2024-08-05 | |
| No filing history on record for this holder in this stock. | ||||||