CM WEALTH ADVISORS LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1764581
BEACHWOOD, OH
Position in VIG
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$17,805,892
-$1,165,078 QoQ
Shares Held
82,795
-4.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
8.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 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
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,805,892 | 82,795 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $18,970,970 | 86,318 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $18,691,945 | 86,621 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $17,631,092 | 86,144 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $16,737,069 | 86,278 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $16,825,126 | 85,917 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $16,966,809 | 85,665 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,033,825 | 33,053 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $19,824,141 | 108,560 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,444,528 | 37,820 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $5,998,134 | 38,603 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $11,926,585 | 73,426 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $19,290,060 | 125,252 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $5,715,785 | 37,641 | Shares | Sole | 2023-05-04 | |
| 2022-09-30 | $5,089,449 | 37,655 | Shares | Sole | 2023-05-11 | |
| 2022-06-30 | $5,402,362 | 37,655 | Shares | Sole | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||