Optivise Advisory Services LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2042876
FRANKLIN, TN
Position in VIG
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$201,296
-$4,857 QoQ
Shares Held
936
-0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $201,296 | 936 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $206,153 | 938 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $202,195 | 937 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $288,584 | 1,410 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $273,525 | 1,410 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $326,056 | 1,665 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $309,369 | 1,562 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $272,547 | 1,493 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||