Global Wealth Strategies & Associates
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1912297
DENVER, CO
Position in VIG
as of Mar 31, 2026
· filed Apr 3, 2026
Position Value
$20,673,287
+$7,133,081 QoQ
Shares Held
96,128
+56.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
30.83%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,673,287 | 96,128 | Shares | Sole | 2026-04-03 | |
| 2025-12-31 | $13,540,206 | 61,608 | Shares | Sole | 2026-01-02 | |
| 2025-09-30 | $12,793,541 | 59,287 | Shares | Sole | 2025-10-02 | |
| 2025-06-30 | $11,523,330 | 56,302 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $10,030,058 | 51,704 | Shares | Sole | 2025-04-02 | |
| 2024-12-31 | $9,727,267 | 49,672 | Shares | Sole | 2025-01-02 | |
| 2024-09-30 | $9,530,647 | 48,120 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $8,381,600 | 45,914 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $9,588,485 | 52,508 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $14,686,094 | 86,186 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $8,682,323 | 55,878 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $10,629,906 | 65,443 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $9,608,221 | 62,387 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $8,960,061 | 59,006 | Shares | Sole | 2023-01-17 | |
| No filing history on record for this holder in this stock. | ||||||