Wells Financial Advisors INC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1844454
FRAMINGHAM, MA
Position in VIG
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$64,087
-$470,857 QoQ
Shares Held
298
-87.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.54%
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%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $64,087 | 298 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $534,944 | 2,434 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,083,265 | 5,020 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,084,751 | 5,300 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,028,147 | 5,300 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $979,541 | 5,002 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,049,718 | 5,300 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $967,515 | 5,300 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $967,833 | 5,300 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $903,120 | 5,300 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $823,514 | 5,300 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $860,879 | 5,300 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $816,253 | 5,300 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $804,805 | 5,300 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $716,348 | 5,300 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $746,044 | 5,200 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $843,232 | 5,200 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $893,100 | 5,200 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $798,720 | 5,200 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $804,908 | 5,200 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $764,816 | 5,200 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $734,084 | 5,200 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||