FSM Wealth Advisors, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1942548
CLEVELAND, OH
Position in VIG
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$551,198
-$49,900 QoQ
Shares Held
2,563
-6.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $551,198 | 2,563 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $601,098 | 2,735 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $644,133 | 2,985 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $635,705 | 3,106 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $213,970 | 1,103 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||