Capital Advisors Wealth Management, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1824700
YAKIMA, WA
Position in VIG
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$43,082,109
-$2,313,889 QoQ
Shares Held
200,326
-3.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
16.53%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $43,082,109 | 200,326 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $45,395,998 | 206,552 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $43,046,868 | 199,485 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $40,149,909 | 196,169 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $36,796,217 | 189,681 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $31,429,540 | 160,494 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $30,559,667 | 154,295 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $28,039,680 | 153,600 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $24,114,928 | 132,057 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $22,613,102 | 132,706 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $21,554,313 | 138,720 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $27,801,193 | 171,158 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $26,196,638 | 170,097 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $25,154,863 | 165,656 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $21,213,902 | 156,954 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $21,144,034 | 147,376 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $20,170,433 | 124,386 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $20,248,466 | 117,895 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $17,448,192 | 113,595 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $17,330,133 | 111,959 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $17,359,705 | 118,029 | Shares | Sole | 2021-04-20 | |
| No filing history on record for this holder in this stock. | ||||||