Florida Trust Wealth Management Co
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1651023
SANIBEL, FL
Position in VIG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$38,101,749
-$1,355,354 QoQ
Shares Held
177,168
-1.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $38,101,749 | 177,168 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $39,457,103 | 179,530 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $39,319,095 | 182,210 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $37,181,580 | 181,666 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $34,552,722 | 178,116 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $34,156,667 | 174,420 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $34,341,622 | 173,390 | Shares | Defined | 2024-10-08 | |
| 2024-06-30 | $31,840,005 | 174,418 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $30,806,854 | 168,703 | Shares | Defined | 2024-05-21 | |
| 2023-12-31 | $29,061,379 | 170,548 | Shares | Defined | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||