Spectrum Investment Advisors, Inc.
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1856042
MEQUON, WI
Position in VIG
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$267,964
-$149,837 QoQ
Shares Held
1,246
-34.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.68%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
7 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $267,964 | 1,246 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $417,801 | 1,901 | Shares | Sole | 2026-01-28 | |
| 2024-12-31 | $235,191 | 1,201 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $237,870 | 1,201 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $254,109 | 1,392 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $254,193 | 1,392 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $237,196 | 1,392 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||