Higgins & Schmidt Wealth Strategies LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1941260
DENVER, CO
Position in VIG
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$437,432
-$10,699 QoQ
Shares Held
2,034
-0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $437,432 | 2,034 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $448,131 | 2,039 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $473,874 | 2,196 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $449,455 | 2,196 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $430,851 | 2,221 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $443,163 | 2,263 | Shares | Sole | 2025-03-25 | |
| 2024-09-30 | $448,209 | 2,263 | Shares | Sole | 2025-03-25 | |
| 2024-06-30 | $414,936 | 2,273 | Shares | Sole | 2025-03-25 | |
| 2024-03-31 | $417,081 | 2,284 | Shares | Sole | 2025-03-25 | |
| 2023-12-31 | $389,193 | 2,284 | Shares | Sole | 2025-03-25 | |
| No filing history on record for this holder in this stock. | ||||||