Marshall & Sterling Wealth Advisors Inc.
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2056315
POUGHKEEPSIE, NY
Position in VIG
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,498,753
-$4,504,317 QoQ
Shares Held
6,969
-74.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.83%
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 | $1,498,753 | 6,969 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $6,003,070 | 27,314 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $6,022,578 | 27,910 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $5,863,683 | 28,650 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,685,521 | 29,309 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,401,383 | 27,582 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||