AVAII WEALTH MANAGEMENT, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1904431
APPLETON, WI
Position in VIG
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$792,281
-$31,894 QoQ
Shares Held
3,684
-1.8% 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 | $792,281 | 3,684 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $824,175 | 3,750 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $811,154 | 3,759 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $764,647 | 3,736 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $720,478 | 3,714 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $727,116 | 3,713 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $745,695 | 3,765 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $692,959 | 3,796 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $693,918 | 3,800 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $655,699 | 3,848 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $613,284 | 3,947 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $693,738 | 4,271 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $675,641 | 4,387 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $665,710 | 4,384 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $591,460 | 4,376 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $630,407 | 4,394 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $648,640 | 4,000 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $684,595 | 3,986 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||