Cassaday & Co Wealth Management LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1963612
MCLEAN, VA
Position in VIG
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$2,280,066
+$121,387 QoQ
Shares Held
10,602
+7.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.29%
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 | $2,280,066 | 10,602 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,158,679 | 9,822 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,248,100 | 10,418 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,876,823 | 9,170 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,928,260 | 9,940 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,833,947 | 9,365 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,793,235 | 9,054 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,732,764 | 9,492 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,744,290 | 9,552 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,568,361 | 9,204 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,418,153 | 9,127 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,482,336 | 9,126 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,276,896 | 8,291 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,890,228 | 12,448 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||