CRUX WEALTH ADVISORS
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2054270
LONG BEACH, CA
Position in VIG
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$1,455,526
-$26,230 QoQ
Shares Held
6,768
+0.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,455,526 | 6,768 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,481,756 | 6,742 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,443,203 | 6,688 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,345,909 | 6,576 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,268,500 | 6,539 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,274,461 | 6,508 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||