Connecticut Wealth Management, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1689829
FARMINGTON, CT
Position in VIG
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$40,802,473
-$966,496 QoQ
Shares Held
189,726
-0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
6.67%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,802,473 | 189,726 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $41,768,969 | 190,049 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $41,806,075 | 193,735 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $39,765,538 | 194,291 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $38,136,300 | 196,589 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $38,431,245 | 196,248 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $39,037,626 | 197,100 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $36,187,069 | 198,231 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $36,680,322 | 200,867 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $35,207,877 | 206,619 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $32,309,872 | 207,941 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $33,946,408 | 208,991 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $32,531,532 | 211,230 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $36,594,179 | 240,989 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $32,601,538 | 241,207 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $35,274,251 | 245,865 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $39,923,792 | 246,200 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $42,596,232 | 248,013 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $38,587,699 | 251,222 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $39,386,315 | 254,450 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $39,103,718 | 265,867 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $37,627,734 | 266,542 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $35,067,312 | 272,558 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $32,275,238 | 275,433 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $29,771,357 | 287,952 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||