VSM Wealth Advisory, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2050660
HUNT VALLEY, MD
Position in VIG
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$582,812
-$12,572 QoQ
Shares Held
2,710
+0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $582,812 | 2,710 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $595,384 | 2,709 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $583,927 | 2,706 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $553,427 | 2,704 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $524,548 | 2,704 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $526,391 | 2,688 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||