Aspen Wealth Management LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1895252
FORT WORTH, TX
Position in VIG
as of Mar 31, 2026
· filed Apr 1, 2026
Position Value
$6,590,513
-$233,216 QoQ
Shares Held
30,645
-1.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
11.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 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 | $6,590,513 | 30,645 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $6,823,729 | 31,048 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $7,041,443 | 32,631 | Shares | Sole | 2025-10-02 | |
| 2025-06-30 | $6,700,895 | 32,740 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $6,948,527 | 35,819 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $7,379,266 | 37,682 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $16,153,971 | 81,561 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $14,357,192 | 78,648 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $13,600,244 | 74,477 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $11,940,439 | 70,073 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $10,306,355 | 66,330 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $10,636,728 | 65,485 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $9,745,906 | 63,281 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $9,312,504 | 61,327 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $7,646,812 | 56,576 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $8,814,653 | 61,439 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $9,876,030 | 60,903 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $11,074,440 | 64,480 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||