BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2010186
CINCINNATI, OH
Position in VIG
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$7,118,486
-$52,495 QoQ
Shares Held
33,100
+1.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,118,486 | 33,100 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $7,170,981 | 32,628 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $7,078,559 | 32,803 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $6,819,195 | 33,318 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $6,463,358 | 33,318 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $7,093,354 | 36,222 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $7,203,838 | 36,372 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $6,542,226 | 35,838 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $6,632,029 | 36,318 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $5,892,432 | 34,580 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,248,270 | 33,777 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $5,486,398 | 33,777 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $5,288,241 | 34,337 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $5,192,966 | 34,198 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $4,622,201 | 34,198 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $3,685,457 | 25,688 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $3,792,598 | 23,388 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $3,923,628 | 22,845 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $3,435,264 | 22,365 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $3,461,878 | 22,365 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $3,237,524 | 22,012 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $3,118,021 | 22,087 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $2,841,713 | 22,087 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $2,519,370 | 21,500 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $2,318,313 | 22,423 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||