Cypress Wealth Services, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1721527
PALM DESERT, CA
Position in VIG
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$4,823,365
-$141,025 QoQ
Shares Held
22,428
-0.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.69%
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)
Derivatives in VIG
reported options exposure · as of Sep 30, 2020CallValue
$0
CallShares
0
PutValue
$1,045,748
PutShares
8,128
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
All Filings in VIG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,823,365 | 22,428 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $4,964,390 | 22,588 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,914,057 | 8,870 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,789,020 | 8,741 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,688,100 | 8,702 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,753,657 | 8,955 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,762,932 | 8,901 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,624,877 | 8,901 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,625,411 | 8,901 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,516,560 | 8,900 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,411,938 | 9,087 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,484,772 | 9,141 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,440,917 | 9,356 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $1,422,378 | 9,367 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,265,908 | 9,366 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $791,667 | 5,518 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $839,502 | 5,177 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $894,474 | 5,208 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $811,468 | 5,283 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $817,600 | 5,282 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,172,080 | 7,969 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,152,229 | 8,162 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $1,045,748 | 8,128 | Put | Sole | 2020-10-23 | |
| 2020-06-30 | $978,335 | 8,349 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $1,291,444 | 12,491 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||