Bell Investment Advisors, Inc
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1890149
ORINDA, CA
Position in VIG
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$4,096,032
-$116,051 QoQ
Shares Held
19,046
-0.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.55%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,096,032 | 19,046 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $4,212,083 | 19,165 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $4,153,094 | 19,246 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $3,943,172 | 19,266 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,745,752 | 19,309 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $3,687,283 | 18,829 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,802,553 | 19,199 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,505,690 | 19,204 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,888,862 | 21,296 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $3,641,277 | 21,369 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,327,773 | 21,417 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,494,194 | 21,512 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,324,767 | 21,588 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,274,037 | 21,561 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,011,905 | 22,284 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,263,368 | 22,746 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $4,062,402 | 23,653 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,675,494 | 23,929 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||