New Insight Wealth Advisors
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2022328
SAN RAMON, CA
Position in VIG
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$4,895,410
-$291,398 QoQ
Shares Held
22,763
-3.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
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 | $4,895,410 | 22,763 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,186,808 | 23,600 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,140,765 | 23,823 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,185,723 | 25,337 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $4,795,044 | 24,718 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,596,717 | 23,473 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,285,820 | 21,639 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,874,441 | 21,224 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $4,049,924 | 22,178 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $3,819,004 | 22,412 | Shares | Sole | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||