Olde Wealth Management, LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1840760 SAMMAMISH, WA

Position in VIG

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$827,223

+$75,374 QoQ

Shares Held

3,496

0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.73%

of 13F equity value

Holder Rank

#380

of 591 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$827,223	3,496	0.0%	Shares	Sole	2026-08-13
2026-03-31	$751,849	3,496	-0.3%	Shares	Sole	2026-05-12
2025-12-31	$770,988	3,508	+0.2%	Shares	Sole	2026-02-12
2025-09-30	$755,265	3,500	+0.3%	Shares	Sole	2025-11-14
2025-03-31	$677,025	3,490	+0.2%	Shares	Sole	2025-04-29
2024-12-31	$681,880	3,482	+0.2%	Shares	Sole	2025-02-11
2024-09-30	$688,456	3,476	-0.7%	Shares	Sole	2024-11-04
2024-06-30	$639,107	3,501	+0.4%	Shares	Sole	2024-08-09
2023-12-31	$594,184	3,487	-2.1%	Shares	Sole	2024-01-10
2023-09-30	$553,463	3,562	+4.5%	Shares	Sole	2023-11-02
2023-06-30	$553,561	3,408	-14.7%	Shares	Sole	2023-07-31
2023-03-31	$614,961	3,993	0.0%	Shares	Sole	2023-05-04
2022-12-31	$606,337	3,993	+31.1%	Shares	Sole	2023-02-10
2022-09-30	$411,562	3,045	0.0%	Shares	Sole	2022-11-08
2022-06-30	$436,866	3,045	-11.6%	Shares	Sole	2022-08-09
2022-03-31	$558,641	3,445	0.0%	Shares	Sole	2022-05-09
2021-12-31	$591,678	3,445	+7.3%	Shares	Sole	2022-01-27
2021-09-30	$493,056	3,210	0.0%	Shares	Sole	2021-11-12
2021-06-30	$496,875	3,210	0.0%	Shares	Sole	2021-08-11
2021-03-31	$472,126	3,210	+12.2%	Shares	Sole	2021-05-13
2020-12-31	$403,746	2,860	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.