American Institute for Advanced Investment Management, LLP
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1805824
Scottsdale, AZ
Position in VIG
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$2,642,227
-$1,118,868 QoQ
Shares Held
12,286
-28.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.18%
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 | $2,642,227 | 12,286 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,761,095 | 17,113 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,688,498 | 17,093 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,531,990 | 17,257 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,376,395 | 17,405 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,442,691 | 17,580 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $3,573,002 | 18,040 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $3,523,032 | 19,299 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $3,540,807 | 19,390 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $3,337,795 | 19,588 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $3,045,137 | 19,598 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $3,215,951 | 19,799 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2,928,346 | 19,014 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $3,379,421 | 22,255 | Shares | Sole | 2023-02-28 | |
| 2022-09-30 | $3,086,243 | 22,834 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $3,275,993 | 22,834 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $3,736,004 | 23,039 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $4,102,592 | 23,887 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $3,764,428 | 24,508 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $3,884,145 | 25,093 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $3,718,623 | 25,283 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $3,766,274 | 26,679 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $3,224,090 | 25,059 | Shares | Sole | 2020-10-07 | |
| 2020-06-30 | $3,038,594 | 25,931 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $2,681,419 | 25,935 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||