National Wealth Management Group, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1977723
CINCINNATI, OH
Position in VIG
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,115,301
+$37,061 QoQ
Shares Held
5,186
+5.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,115,301 | 5,186 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,078,240 | 4,906 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,105,492 | 5,123 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,057,325 | 5,166 | Shares | Sole | 2025-09-25 | |
| 2025-03-31 | $836,096 | 4,310 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,105,852 | 5,647 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,171,326 | 5,914 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,294,279 | 7,090 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,624,863 | 8,898 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $2,016,684 | 11,835 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,985,756 | 12,780 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,106,229 | 12,967 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,303,373 | 14,956 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $2,507,954 | 16,516 | Shares | Sole | 2023-11-17 | |
| 2022-09-30 | $2,360,704 | 17,466 | Shares | Sole | 2023-11-17 | |
| 2022-06-30 | $3,275,850 | 22,833 | Shares | Sole | 2023-11-17 | |
| 2022-03-31 | $3,979,082 | 24,538 | Shares | Sole | 2023-11-17 | |
| 2021-12-31 | $4,526,643 | 26,356 | Shares | Sole | 2023-11-17 | |
| No filing history on record for this holder in this stock. | ||||||