Mittelman Wealth Management
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2021464
ANDOVER, MA
Position in VIG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$21,630,304
+$101,315 QoQ
Shares Held
100,578
+2.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
42.52%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,630,304 | 100,578 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $21,528,989 | 97,957 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $22,411,302 | 103,857 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $18,973,318 | 92,702 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $18,222,256 | 93,934 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $17,451,586 | 89,116 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $32,612,955 | 164,662 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $20,376,413 | 111,621 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $19,150,675 | 104,872 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||