Icon Wealth Advisors, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1963212
HOUSTON, TX
Position in VIG
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$623,028
-$13,674 QoQ
Shares Held
2,897
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $623,028 | 2,897 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $636,702 | 2,897 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $724,622 | 3,358 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $618,512 | 3,022 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $586,237 | 3,022 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $591,798 | 3,022 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $598,537 | 3,022 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $551,666 | 3,022 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $551,847 | 3,022 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $514,948 | 3,022 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $458,890 | 3,022 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $408,453 | 3,022 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||