Duncan Williams Asset Management, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2011771
MEMPHIS, TN
Position in VIG
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$2,373,832
-$31,879 QoQ
Shares Held
11,038
+0.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.66%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,373,832 | 11,038 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,405,711 | 10,946 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,343,479 | 10,860 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,213,301 | 10,814 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,227,005 | 11,480 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,412,625 | 12,320 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $2,440,099 | 12,320 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $2,082,530 | 11,408 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $2,083,214 | 11,408 | Shares | Sole | 2024-04-03 | |
| No filing history on record for this holder in this stock. | ||||||