Navis Wealth Advisors, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1849055
RYE BROOK, NY
Position in VIG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,727,562
+$161,281 QoQ
Shares Held
7,301
+0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
#298
of 591 holders
Holding Since
Dec 2020
23 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
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,727,562 | 7,301 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,566,281 | 7,283 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,275,821 | 10,355 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,559,082 | 7,225 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,475,056 | 7,207 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,398,085 | 7,207 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,662,400 | 8,489 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,437,321 | 7,257 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,321,114 | 7,237 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,321,548 | 7,237 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,272,206 | 7,466 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,115,317 | 7,178 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,162,673 | 7,158 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,102,403 | 7,158 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,084,057 | 7,139 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $947,471 | 7,010 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,002,855 | 6,990 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,130,417 | 6,971 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,194,349 | 6,954 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,065,369 | 6,936 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,070,992 | 6,919 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,015,146 | 6,902 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $972,520 | 6,889 | Shares | Sole | 2021-03-04 | |
| No filing history on record for this holder in this stock. | ||||||