CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1766904
RICHMOND, VA
Position in VIG
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$86,024
-$8,261 QoQ
Shares Held
400
-6.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 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
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $86,024 | 400 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $94,285 | 429 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $88,042 | 408 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $72,452 | 354 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $56,256 | 290 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $56,986 | 291 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $4,534,582 | 22,895 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $4,322,601 | 23,679 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $4,679,381 | 25,625 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $4,912,120 | 28,827 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $7,802,406 | 50,215 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $8,057,015 | 49,603 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $7,569,129 | 49,147 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $7,433,209 | 48,951 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $6,536,337 | 48,360 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,916,401 | 48,208 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,773,260 | 17,102 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,361,634 | 7,928 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $977,203 | 6,362 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $623,339 | 4,027 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $529,046 | 3,597 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $595,737 | 4,220 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $321,135 | 2,496 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||