Schrum Private Wealth Management LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1914987
ST. AUGUSTINE, FL
Position in VIG
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,218,099
-$8,932 QoQ
Shares Held
5,664
+1.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.51%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,218,099 | 5,664 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,227,031 | 5,583 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,097,939 | 5,088 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,045,659 | 5,109 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $848,900 | 4,376 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $724,766 | 3,701 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,174,495 | 5,930 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $662,108 | 3,627 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $659,404 | 3,611 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $499,101 | 2,929 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $526,427 | 3,388 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $549,987 | 3,386 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $521,785 | 3,388 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $512,797 | 3,377 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $456,435 | 3,377 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $484,211 | 3,375 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $543,398 | 3,351 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $542,386 | 3,158 | Shares | Sole | 2022-03-11 | |
| No filing history on record for this holder in this stock. | ||||||