Amplius Wealth Advisors, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1900584
BLUE BELL, PA
Position in VIG
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$2,417,059
-$77,224 QoQ
Shares Held
11,239
-1.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.54%
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 | $2,417,059 | 11,239 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,494,283 | 11,349 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,543,300 | 11,786 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $5,640,295 | 27,558 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $5,341,708 | 27,536 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $5,425,274 | 27,704 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $5,532,806 | 27,935 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $5,219,104 | 28,590 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $5,163,297 | 28,275 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $5,566,797 | 32,669 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $5,157,839 | 33,195 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $5,613,580 | 34,560 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $5,433,164 | 35,278 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $5,788,977 | 38,123 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $5,110,534 | 37,811 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $5,487,440 | 38,248 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $8,723,559 | 53,796 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $9,427,014 | 54,888 | Shares | Sole | 2022-01-28 | |
| No filing history on record for this holder in this stock. | ||||||