Able Wealth Management LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2011908
Toms River, NJ
Position in VIG
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$626,899
-$31,342 QoQ
Shares Held
2,915
-2.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $626,899 | 2,915 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $658,241 | 2,995 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $299,516 | 1,388 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $539,919 | 2,638 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $235,309 | 1,213 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $225,791 | 1,153 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $262,627 | 1,326 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $242,061 | 1,326 | Shares | Sole | 2024-11-01 | |
| 2024-03-31 | $242,140 | 1,326 | Shares | Sole | 2024-11-01 | |
| 2023-12-31 | $183,691 | 1,078 | Shares | Sole | 2024-02-20 | |
| No filing history on record for this holder in this stock. | ||||||