TrueWealth Advisors, LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1817714 BIRMINGHAM, AL

Position in VIG

as of Mar 31, 2026 · filed Apr 9, 2026 Compact

Position Value

$2,101,351

-$45,899 QoQ

Shares Held

9,771

+0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

1.59%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,101,351	9,771	+0.0%	Shares	Sole	2026-04-09
2025-12-31	$2,147,250	9,770	+2.0%	Shares	Sole	2026-01-07
2025-09-30	$2,066,620	9,577	-0.1%	Shares	Sole	2025-10-15
2025-06-30	$1,962,375	9,588	-2.5%	Shares	Sole	2025-07-03
2025-03-31	$1,907,503	9,833	+0.0%	Shares	Sole	2025-04-10
2024-12-31	$1,925,204	9,831	-0.0%	Shares	Sole	2025-01-15
2024-09-30	$1,947,325	9,832	-7.9%	Shares	Sole	2024-10-29
2024-06-30	$1,948,356	10,673	-5.9%	Shares	Sole	2024-07-24
2024-03-31	$2,070,797	11,340	-1.1%	Shares	Sole	2024-04-23
2023-12-31	$1,953,124	11,462	-9.7%	Shares	Sole	2024-02-08
2023-09-30	$1,971,306	12,687	-1.0%	Shares	Sole	2023-11-07
2023-06-30	$2,081,540	12,815	-19.3%	Shares	Sole	2023-07-31
2023-03-31	$2,446,756	15,887	-27.8%	Shares	Sole	2023-04-19
2022-12-31	$3,339,788	21,994	-2.2%	Shares	Sole	2023-01-23
2022-09-30	$3,040,694	22,497	-18.3%	Shares	Sole	2022-10-21
2022-06-30	$3,951,020	27,539	-14.9%	Shares	Sole	2022-07-27
2022-03-31	$5,249,443	32,372	0.0%	Shares	Sole	2022-05-05
2021-12-31	$5,559,891	32,372	-2.3%	Shares	Sole	2022-02-02
2021-09-30	$5,091,532	33,148	-1.6%	Shares	Sole	2021-10-25
2021-06-30	$5,213,481	33,681	+13.5%	Shares	Sole	2021-07-23
2021-03-31	$4,365,187	29,679	+16.4%	Shares	Sole	2021-04-22
2020-12-31	$3,598,282	25,489	—	Shares	Sole	2021-01-25
No filing history on record for this holder in this stock.