Martel Wealth Advisors LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2039437
VANCOUVER, WA
Position in VIG
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$16,207,351
-$884,280 QoQ
Shares Held
75,362
-3.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
23.52%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,207,351 | 75,362 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $17,091,631 | 77,767 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $16,751,777 | 77,630 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $16,191,443 | 79,110 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $15,029,375 | 77,475 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $16,300,693 | 83,239 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $17,071,583 | 86,194 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $15,860,856 | 86,885 | Shares | Sole | 2024-10-09 | |
| 2024-03-31 | $16,109,123 | 88,216 | Shares | Sole | 2024-10-09 | |
| 2023-12-31 | $15,778,358 | 92,596 | Shares | Sole | 2024-10-09 | |
| 2023-09-30 | $14,404,192 | 92,703 | Shares | Sole | 2024-10-09 | |
| 2023-06-30 | $15,930,159 | 98,074 | Shares | Sole | 2024-10-09 | |
| 2023-03-31 | $15,805,430 | 102,626 | Shares | Sole | 2024-10-09 | |
| 2022-12-31 | $15,518,007 | 102,193 | Shares | Sole | 2024-10-09 | |
| 2022-09-30 | $13,951,350 | 103,221 | Shares | Sole | 2024-10-09 | |
| 2022-06-30 | $14,871,095 | 103,653 | Shares | Sole | 2024-10-09 | |
| 2022-03-31 | $16,783,235 | 103,498 | Shares | Sole | 2024-10-09 | |
| 2021-12-31 | $17,599,566 | 102,472 | Shares | Sole | 2024-10-09 | |
| 2021-09-30 | $15,803,443 | 102,887 | Shares | Sole | 2024-10-09 | |
| 2021-06-30 | $15,801,272 | 102,082 | Shares | Sole | 2024-10-09 | |
| 2021-03-31 | $14,547,241 | 98,907 | Shares | Sole | 2024-10-09 | |
| 2020-12-31 | $13,776,921 | 97,591 | Shares | Sole | 2024-10-09 | |
| 2020-09-30 | $12,128,778 | 94,270 | Shares | Sole | 2024-10-18 | |
| 2020-06-30 | $10,581,822 | 90,304 | Shares | Sole | 2024-10-18 | |
| 2020-03-31 | $9,346,972 | 90,405 | Shares | Sole | 2024-10-18 | |
| No filing history on record for this holder in this stock. | ||||||