CPA Asset Management Group, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1963967
WEST PALM BEACH, FL
Position in VIG
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$4,239,907
-$151,956 QoQ
Shares Held
19,715
-1.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.62%
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 | $4,239,907 | 19,715 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,391,863 | 19,983 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $4,344,500 | 20,133 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,935,599 | 19,229 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $3,730,233 | 19,229 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $3,648,704 | 18,632 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,692,828 | 18,645 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $3,403,644 | 18,645 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $3,389,972 | 18,564 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,158,704 | 18,537 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $3,021,830 | 19,448 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $3,163,811 | 19,478 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,999,806 | 19,478 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $3,378,206 | 22,247 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||