AE Wealth Management LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1697723
TOPEKA, KS
Position in VIG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$8,902,833
-$2,792,096 QoQ
Shares Held
41,397
-22.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
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 | $8,902,833 | 41,397 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $11,694,929 | 53,212 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $9,567,479 | 44,337 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $8,674,527 | 42,383 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $7,672,496 | 39,551 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $6,977,422 | 35,630 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $7,835,054 | 39,559 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $5,880,665 | 32,214 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $4,872,033 | 26,680 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $21,418,598 | 125,696 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $15,725,232 | 101,205 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $18,547,394 | 114,187 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $14,164,145 | 91,969 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $13,236,005 | 87,165 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $14,328,852 | 106,014 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $13,170,689 | 91,801 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $17,904,409 | 110,412 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $72,822,343 | 424,002 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $19,559,424 | 127,340 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $55,234,334 | 356,834 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $11,154,400 | 75,839 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $10,195,579 | 72,222 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $9,034,891 | 70,223 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $19,356,847 | 165,189 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $6,981,202 | 67,523 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||