AM INVESTMENT STRATEGIES LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1818897
CHATTANOOGA, TN
Position in VIG
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$792,711
-$73,881 QoQ
Shares Held
3,686
-6.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $792,711 | 3,686 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $866,592 | 3,943 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $850,859 | 3,943 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $807,013 | 3,943 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $764,902 | 3,943 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $772,157 | 3,943 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $481 | 3,943 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $719,794 | 3,943 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $720,031 | 3,943 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $671,887 | 3,943 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $612,663 | 3,943 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $640,461 | 3,943 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $563,368 | 3,658 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $555,467 | 3,658 | Shares | Sole | 2023-02-03 | |
| No filing history on record for this holder in this stock. | ||||||