EverSource Wealth Advisors, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1710537
BIRMINGHAM, AL
Position in VIG
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$27,261,002
-$287,320 QoQ
Shares Held
126,760
+1.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,261,002 | 126,760 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $27,548,322 | 125,345 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $25,606,504 | 118,664 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $22,098,424 | 107,971 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $22,550,172 | 116,244 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $22,355,756 | 114,159 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $24,695,704 | 124,688 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $22,753,396 | 124,642 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $22,584,291 | 123,675 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $20,566,428 | 120,695 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $18,694,699 | 120,316 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $19,837,738 | 122,131 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $18,928,906 | 122,907 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $17,976,154 | 118,381 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $11,016,350 | 81,506 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $11,295,536 | 78,731 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $12,581,507 | 77,587 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $12,444,661 | 72,458 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||