HARMONY ASSET MANAGEMENT LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2002815
Scottsdale, AZ
Position in VIG
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,268,638
-$52,020 QoQ
Shares Held
5,899
-1.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.48%
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 | $1,268,638 | 5,899 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,320,658 | 6,009 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,360,340 | 6,304 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,300,473 | 6,354 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,232,612 | 6,354 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,263,886 | 6,454 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,257,482 | 6,349 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,263,063 | 6,919 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,113,738 | 6,099 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,039,269 | 6,099 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||