MA Private Wealth

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1767474 SAN CARLOS, CA

Position in VIG

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$1,059,385

-$23,251 QoQ

Shares Held

4,926

0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

1.93%

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%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,059,385	4,926	0.0%	Shares	Sole	2026-05-07
2025-12-31	$1,082,636	4,926	0.0%	Shares	Sole	2026-02-03
2025-09-30	$1,062,981	4,926	0.0%	Shares	Sole	2025-11-06
2025-06-30	$1,008,204	4,926	0.0%	Shares	Sole	2025-07-24
2025-03-31	$955,594	4,926	0.0%	Shares	Sole	2025-05-01
2024-12-31	$964,658	4,926	0.0%	Shares	Sole	2025-01-24
2024-09-30	$975,643	4,926	-7.4%	Shares	Sole	2024-10-23
2024-06-30	$971,531	5,322	-1.6%	Shares	Sole	2024-08-05
2024-03-31	$987,554	5,408	-2.1%	Shares	Sole	2024-04-30
2023-12-31	$940,948	5,522	-5.1%	Shares	Sole	2024-02-13
2023-09-30	$903,690	5,816	-19.8%	Shares	Sole	2023-10-27
2023-06-30	$1,177,942	7,252	-7.4%	Shares	Sole	2023-08-09
2023-03-31	$1,206,052	7,831	-25.6%	Shares	Sole	2023-05-04
2022-12-31	$1,598,069	10,524	-2.6%	Shares	Sole	2023-02-07
2022-09-30	$1,459,998	10,802	+0.0%	Shares	Sole	2022-10-25
2022-06-30	$1,549,476	10,800	-11.1%	Shares	Sole	2022-07-14
2022-03-31	$1,968,946	12,142	+10.1%	Shares	Sole	2022-05-04
2021-12-31	$1,893,887	11,027	+0.3%	Shares	Sole	2022-01-19
2021-09-30	$1,688,524	10,993	-3.3%	Shares	Sole	2021-11-02
2021-06-30	$1,759,343	11,366	-19.9%	Shares	Sole	2021-07-22
2021-03-31	$2,085,741	14,181	-10.5%	Shares	Sole	2021-04-26
2020-12-31	$2,235,991	15,839	-1.4%	Shares	Sole	2021-01-11
2020-09-30	$2,065,893	16,057	-0.3%	Shares	Sole	2020-10-26
2020-06-30	$1,886,715	16,101	-39.5%	Shares	Sole	2020-07-14
2020-03-31	$2,750,174	26,600	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.