KINGSWOOD WEALTH ADVISORS, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1987855
SAN DIEGO, CA
Position in VIG
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$20,529,842
+$501,731 QoQ
Shares Held
95,461
+4.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.70%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
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 | $20,529,842 | 95,461 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $20,028,111 | 91,128 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $9,081,737 | 42,086 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $5,151,748 | 25,171 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $5,073,614 | 26,154 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $5,747,218 | 29,348 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $4,348,407 | 21,955 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $4,102,993 | 22,476 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $2,784,072 | 15,246 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $3,724,092 | 21,855 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $300,660 | 1,935 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,410,379 | 8,683 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||