Orgel Wealth Management, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1658535
ALTOONA, WI
Position in VIG
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$1,237,670
+$199,430 QoQ
Shares Held
5,755
+21.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,237,670 | 5,755 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,038,240 | 4,724 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $967,818 | 4,485 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $807,627 | 3,946 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $414,750 | 2,138 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $395,772 | 2,021 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $270,748 | 1,367 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $210,297 | 1,152 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $285,236 | 1,562 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $265,483 | 1,558 | Shares | Sole | 2024-01-11 | |
| 2020-12-31 | $301,821 | 2,138 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $339,919 | 2,642 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $349,430 | 2,982 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $486,346 | 4,704 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||