BELLEVUE ASSET MANAGEMENT, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1801619
BELLEVUE, WA
Position in VIG
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$125,379
-$13,521 QoQ
Shares Held
583
-7.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
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 | $125,379 | 583 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $138,900 | 632 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $136,163 | 631 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $129,146 | 631 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $122,213 | 630 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $123,372 | 630 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $118,836 | 600 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $109,530 | 600 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $109,566 | 600 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $102,240 | 600 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $93,228 | 600 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $102,818 | 633 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $97,488 | 633 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $96,121 | 633 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $94,612 | 700 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $100,429 | 700 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $113,512 | 700 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $120,225 | 700 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $107,520 | 700 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $108,353 | 700 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $102,956 | 700 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $98,819 | 700 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $90,062 | 700 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $82,026 | 700 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $72,373 | 700 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||