AXXCESS WEALTH MANAGEMENT, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1911056
CARLSBAD, CA
Position in VIG
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$4,700,566
-$369,978 QoQ
Shares Held
21,857
-5.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.30%
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 | $4,700,566 | 21,857 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $5,070,544 | 23,071 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $3,371,718 | 15,625 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,176,478 | 15,520 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,985,700 | 15,391 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,927,658 | 14,950 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,400,289 | 12,119 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,218,165 | 12,151 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,773,873 | 9,714 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,665,148 | 9,772 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,274,478 | 21,074 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,862,422 | 11,466 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $781,754 | 5,076 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,133,712 | 7,466 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $1,610,566 | 11,916 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,876,300 | 13,078 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $979,446 | 6,040 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $1,054,373 | 6,139 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||