Talisman Wealth Advisors LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1962685
MOUNTAINSIDE, NJ
Position in VIG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,786,503
-$37,011 QoQ
Shares Held
8,307
+0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,786,503 | 8,307 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,823,514 | 8,297 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $1,884,494 | 8,733 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,783,699 | 8,715 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,690,622 | 8,715 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,702,937 | 8,696 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,714,407 | 8,656 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,573,033 | 8,617 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,573,550 | 8,617 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,495,600 | 8,777 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,318,088 | 8,483 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,372,046 | 8,447 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,289,371 | 8,372 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,267,643 | 8,348 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||