Selective Wealth Management, Inc.
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1755670
FOREST, VA
Position in VIG
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$370,118
-$8,123 QoQ
Shares Held
1,721
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 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
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $370,118 | 1,721 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $378,241 | 1,721 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $439,132 | 2,035 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $678,276 | 3,314 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $642,688 | 3,313 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $704,792 | 3,599 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $756,589 | 3,820 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $681,824 | 3,735 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $679,126 | 3,719 | Shares | Sole | 2024-04-11 | |
| 2022-09-30 | $114,210 | 845 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $91,820 | 640 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $103,295 | 637 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $109,061 | 635 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $97,228 | 633 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $97,672 | 631 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $220,620 | 1,500 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $259,470 | 1,838 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $230,430 | 1,791 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $209,283 | 1,786 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $173,901 | 1,682 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||