KOM Wealth Management Group, LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1804116 APPLETON, WI

Position in VIG

as of Mar 31, 2026 · filed Apr 23, 2026 Compact

Position Value

$1,265,197

-$5,351 QoQ

Shares Held

5,883

+1.8% QoQ

Ownership

—

of shares outstanding

% of Portfolio

3.78%

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	$1,265,197	5,883	+1.8%	Shares	Sole	2026-04-23
2025-12-31	$1,270,548	5,781	+1.9%	Shares	Sole	2026-01-23
2025-09-30	$1,223,960	5,672	+3.7%	Shares	Sole	2025-10-21
2025-06-30	$1,119,544	5,470	+17.0%	Shares	Sole	2025-07-16
2025-03-31	$907,097	4,676	+4.1%	Shares	Sole	2025-05-01
2024-12-31	$879,864	4,493	-0.7%	Shares	Sole	2025-02-14
2024-09-30	$896,221	4,525	-18.4%	Shares	Sole	2024-11-12
2024-06-30	$1,011,692	5,542	+0.2%	Shares	Sole	2024-08-14
2024-03-31	$1,009,833	5,530	-3.8%	Shares	Sole	2024-05-10
2023-12-31	$979,800	5,750	-2.0%	Shares	Sole	2024-02-06
2023-09-30	$911,769	5,868	-2.6%	Shares	Sole	2023-11-13
2023-06-30	$978,803	6,026	-4.2%	Shares	Sole	2023-08-09
2023-03-31	$968,722	6,290	-55.4%	Shares	Sole	2023-05-04
2022-12-31	$2,140,173	14,094	-2.2%	Shares	Sole	2023-02-15
2022-09-30	$1,946,979	14,405	-4.6%	Shares	Sole	2022-11-14
2022-06-30	$2,166,540	15,101	-8.9%	Shares	Sole	2022-08-12
2022-03-31	$2,687,315	16,572	+20.0%	Shares	Sole	2022-05-16
2021-12-31	$2,372,039	13,811	+62.8%	Shares	Sole	2022-02-14
2021-09-30	$1,303,296	8,485	-81.3%	Shares	Sole	2021-11-09
2021-06-30	$7,012,606	45,304	+3.0%	Shares	Sole	2021-08-04
2021-03-31	$6,471,078	43,997	+2.5%	Shares	Sole	2021-05-14
2020-12-31	$6,060,851	42,933	+1.6%	Shares	Sole	2021-02-12
2020-09-30	$5,438,072	42,267	+19.9%	Shares	Sole	2020-11-12
2020-06-30	$4,132,235	35,264	+7.3%	Shares	Sole	2020-07-31
2020-03-31	$3,398,636	32,872	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.