Caerus Investment Advisors, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1862682
WEST LAKE HILLS, TX
Position in VIG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$488,147
-$94,050 QoQ
Shares Held
2,063
-22.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#447
of 591 holders
Holding Since
Mar 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $488,147 | 2,063 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $582,197 | 2,649 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $284,842 | 1,320 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $270,164 | 1,320 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $256,066 | 1,320 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $258,495 | 1,320 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $261,439 | 1,320 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $240,966 | 1,320 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $241,045 | 1,320 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $224,928 | 1,320 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $211,782 | 1,363 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $221,392 | 1,363 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $209,915 | 1,363 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $206,971 | 1,363 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $221,024 | 1,363 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||