Williams Jones Wealth Management, LLC.
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1788587
New York, NY
Position in VIG
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$2,380,499
-$63,454 QoQ
Shares Held
11,069
-0.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
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%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,380,499 | 11,069 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,443,953 | 11,120 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,332,042 | 10,807 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,197,746 | 10,738 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,141,261 | 11,038 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,180,958 | 11,137 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,789,477 | 14,084 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,623,426 | 14,371 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,901,855 | 15,891 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,653,980 | 15,575 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,720,703 | 17,510 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,035,166 | 18,686 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,927,730 | 19,010 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,861,765 | 18,846 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,618,454 | 19,373 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,522,489 | 17,582 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,802,611 | 17,283 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,156,836 | 12,558 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,915,699 | 12,472 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,921,098 | 12,411 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,746,722 | 11,876 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,681,899 | 11,914 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,506,737 | 11,711 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,372,294 | 11,711 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,276,969 | 12,351 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||