FMA Wealth Management, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2011155
DUXBURY, MA
Position in VIG
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$3,760,324
-$67,584 QoQ
Shares Held
17,485
+0.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
14.33%
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 | $3,760,324 | 17,485 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $3,827,908 | 17,417 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $3,774,382 | 17,491 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $3,534,855 | 17,271 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $3,289,488 | 16,957 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $3,334,005 | 17,025 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $3,345,827 | 16,893 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,022,845 | 16,559 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $3,036,986 | 16,631 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $2,789,448 | 16,370 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||