Collaborative Wealth Managment Inc.
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1896419
LAKE MARY, FL
Position in VIG
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,063,686
-$189,939 QoQ
Shares Held
4,946
-13.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 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 | $1,063,686 | 4,946 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,253,625 | 5,704 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,236,692 | 5,731 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,180,945 | 5,770 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,248,713 | 6,437 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,252,332 | 6,395 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,262,830 | 6,376 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,176,169 | 6,443 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,306,939 | 7,157 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,253,462 | 7,356 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,140,178 | 7,338 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,211,890 | 7,461 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,489,584 | 9,672 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,616,746 | 10,647 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,510,548 | 11,176 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,650,765 | 11,506 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $1,955,889 | 11,388 | Shares | Sole | 2022-02-11 | |
| 2021-03-31 | $1,707,892 | 11,612 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||