Bay Harbor Wealth Management, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1767989
Hunt Valley, MD
Position in VIG
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$246,888
+$18,757 QoQ
Shares Held
1,148
+10.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 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
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $246,888 | 1,148 | Shares | Other | 2026-04-14 | |
| 2025-12-31 | $228,131 | 1,038 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $285,490 | 1,323 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $270,778 | 1,323 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $256,648 | 1,323 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $259,083 | 1,323 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $307,389 | 1,552 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $283,317 | 1,552 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $283,410 | 1,552 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $290,191 | 1,703 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $264,612 | 1,703 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $276,618 | 1,703 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $262,279 | 1,703 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $258,600 | 1,703 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $360,877 | 2,670 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $383,064 | 2,670 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $432,967 | 2,670 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $458,572 | 2,670 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $420,403 | 2,737 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $423,660 | 2,737 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $402,557 | 2,737 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $386,382 | 2,737 | Shares | Sole | 2021-02-09 | |
| 2020-03-31 | $310 | 3 | Shares | Sole | 2020-05-20 | |
| No filing history on record for this holder in this stock. | ||||||