TruWealth Advisors, LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1834985 Metairie, LA

Position in VIG

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

Position Value

$887,982

-$43,665 QoQ

Shares Held

4,129

-2.6% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.10%

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	$887,982	4,129	-2.6%	Shares	Sole	2026-04-09
2025-12-31	$931,647	4,239	-11.1%	Shares	Sole	2026-01-07
2025-09-30	$1,029,102	4,769	+0.2%	Shares	Sole	2025-10-06
2025-06-30	$974,229	4,760	-0.4%	Shares	Sole	2025-07-07
2025-03-31	$926,884	4,778	-0.7%	Shares	Sole	2025-04-10
2024-12-31	$942,725	4,814	0.0%	Shares	Sole	2025-01-15
2024-09-30	$953,460	4,814	-0.1%	Shares	Sole	2024-10-16
2024-06-30	$879,525	4,818	-5.1%	Shares	Sole	2024-07-16
2024-03-31	$927,476	5,079	+3.6%	Shares	Sole	2024-04-15
2023-12-31	$835,300	4,902	+19.3%	Shares	Sole	2024-01-10
2023-09-30	$638,611	4,110	-4.5%	Shares	Sole	2023-10-10
2023-06-30	$699,098	4,304	-7.6%	Shares	Sole	2023-08-04
2023-03-31	$717,224	4,657	-4.4%	Shares	Sole	2023-04-25
2022-12-31	$739,357	4,869	-26.9%	Shares	Sole	2023-01-27
2022-09-30	$899,760	6,657	-39.7%	Shares	Sole	2022-10-24
2022-06-30	$1,583,478	11,037	-81.2%	Shares	Sole	2022-07-22
2022-03-31	$9,499,981	58,584	-6.7%	Shares	Sole	2022-04-27
2021-12-31	$10,788,132	62,813	+2.1%	Shares	Sole	2022-01-19
2021-09-30	$9,450,854	61,529	+6.1%	Shares	Sole	2021-10-29
2021-06-30	$8,979,213	58,009	+28.7%	Shares	Sole	2021-07-29
2021-03-31	$6,630,807	45,083	+51.1%	Shares	Sole	2021-05-10
2020-12-31	$4,212,089	29,837	—	Shares	Sole	2021-01-26
No filing history on record for this holder in this stock.