WEBSTERROGERS FINANCIAL ADVISORS, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1841757
FLORENCE, SC
Position in VIG
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$13,747,495
+$671,025 QoQ
Shares Held
63,924
+7.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
41.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 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
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,747,495 | 63,924 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $13,076,470 | 59,498 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $12,515,388 | 57,998 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $11,125,861 | 54,360 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $9,831,801 | 50,682 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $493,883 | 2,522 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $499,507 | 2,522 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $419,499 | 2,298 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $419,637 | 2,298 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $386,808 | 2,270 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $352,712 | 2,270 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $368,716 | 2,270 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $425,837 | 2,765 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $344,699 | 2,270 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $306,813 | 2,270 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $358,531 | 2,499 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $423,724 | 2,613 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $291,116 | 1,695 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $295,065 | 1,921 | Shares | Sole | 2021-10-12 | |
| No filing history on record for this holder in this stock. | ||||||