Keudell/Morrison Wealth Management

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1785498 Salem, OR

Position in VIG

as of Mar 31, 2026 · filed Apr 20, 2026 Compact

Position Value

$1,837,472

-$31,317 QoQ

Shares Held

8,544

+0.5% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.91%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,837,472	8,544	+0.5%	Shares	Sole	2026-04-20
2025-12-31	$1,868,789	8,503	+3.1%	Shares	Sole	2026-02-06
2025-06-30	$1,688,527	8,250	-6.3%	Shares	Sole	2025-07-22
2025-03-31	$1,708,081	8,805	-0.5%	Shares	Sole	2025-04-23
2024-12-31	$1,733,095	8,850	+1.1%	Shares	Sole	2025-01-23
2024-09-30	$1,734,015	8,755	+0.9%	Shares	Sole	2024-10-31
2024-06-30	$1,583,621	8,675	-2.6%	Shares	Sole	2024-07-16
2024-03-31	$1,626,142	8,905	+0.6%	Shares	Sole	2024-05-07
2023-12-31	$1,508,380	8,852	-7.5%	Shares	Sole	2024-02-14
2023-09-30	$1,486,365	9,566	+1.9%	Shares	Sole	2023-10-18
2023-06-30	$1,525,380	9,391	-2.5%	Shares	Sole	2023-07-20
2023-03-31	$1,483,270	9,631	-1.8%	Shares	Sole	2023-04-18
2022-12-31	$1,489,800	9,811	-5.6%	Shares	Sole	2023-01-20
2022-09-30	$1,404,582	10,392	-0.7%	Shares	Sole	2022-10-12
2022-06-30	$1,501,700	10,467	+3.8%	Shares	Sole	2022-07-18
2022-03-31	$1,635,707	10,087	-3.2%	Shares	Sole	2022-04-18
2021-12-31	$1,789,635	10,420	+6.8%	Shares	Sole	2022-02-08
2021-09-30	$1,498,214	9,754	+12.7%	Shares	Sole	2021-12-08
2021-06-30	$1,339,707	8,655	+11.0%	Shares	Sole	2021-07-13
2021-03-31	$1,146,782	7,797	—	Shares	Sole	2021-04-13
No filing history on record for this holder in this stock.