Kellett Wealth Advisors, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1910381
CINCINNATI, OH
Position in VIG
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$10,217,070
+$3,960,593 QoQ
Shares Held
47,508
+66.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
11.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,217,070 | 47,508 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $6,256,477 | 28,467 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $5,966,593 | 27,650 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $5,518,107 | 26,961 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $5,138,019 | 26,486 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $4,685,232 | 23,925 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $4,409,409 | 22,263 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $3,211,054 | 17,590 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $247,253 | 1,354 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $226,291 | 1,328 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $206,033 | 1,326 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $204,012 | 1,256 | Shares | Sole | 2023-08-08 | |
| 2022-12-31 | $248,274 | 1,635 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $220,851 | 1,634 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $250,211 | 1,744 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $282,644 | 1,743 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $227,225 | 1,323 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||