SpringVest Wealth Management LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2058986
DALLAS, TX
Position in VIG
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$345,816
-$4,293 QoQ
Shares Held
1,608
+0.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.90%
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 | $345,816 | 1,608 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $350,109 | 1,593 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $345,264 | 1,600 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $327,472 | 1,600 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $310,384 | 1,600 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $313,328 | 1,600 | Shares | Sole | 2025-03-10 | |
| No filing history on record for this holder in this stock. | ||||||