Ball & Co Wealth Management Inc.
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2057075
FRANKLIN, TN
Position in VIG
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$26,679,483
-$685,764 QoQ
Shares Held
124,056
-0.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
44.62%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,679,483 | 124,056 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $27,365,247 | 124,512 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $20,124,143 | 93,258 | Shares | Sole | 2025-10-24 | |
| No filing history on record for this holder in this stock. | ||||||