Portside Wealth Group, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1978608
Provo, UT
Position in VIG
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$948,198
-$39,053 QoQ
Shares Held
4,409
-1.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $948,198 | 4,409 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $987,251 | 4,492 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $984,649 | 4,563 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $962,358 | 4,702 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $941,820 | 4,855 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $3,029,490 | 15,470 | Shares | Other | 2025-04-14 | |
| 2024-09-30 | $3,096,865 | 15,636 | Shares | Other | 2024-10-31 | |
| 2024-06-30 | $665,029 | 3,643 | Shares | Other | 2024-07-18 | |
| 2024-03-31 | $705,422 | 3,863 | Shares | Other | 2024-04-17 | |
| 2023-12-31 | $609,861 | 3,579 | Shares | Other | 2024-01-16 | |
| No filing history on record for this holder in this stock. | ||||||