IBEX WEALTH ADVISORS
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1686242
BEDMINSTER, NJ
Position in VIG
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$522,165
-$106,431 QoQ
Shares Held
2,428
-16.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $522,165 | 2,428 | Shares | Sole | 2026-04-30 | |
| 2025-09-30 | $628,596 | 2,913 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $595,794 | 2,911 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $552,240 | 2,820 | Shares | Sole | 2025-01-23 | |
| 2022-12-31 | $778,383 | 5,126 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $691,073 | 5,113 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $736,144 | 5,131 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $1,953,865 | 12,049 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,200,976 | 12,815 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $1,995,417 | 12,991 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,007,781 | 12,971 | Shares | Sole | 2021-08-20 | |
| No filing history on record for this holder in this stock. | ||||||