Evelyn Partners Asset Management Ltd
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2065207
London, X0
Position in VIG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$320,439
+$102,857 QoQ
Shares Held
1,490
+50.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 100%
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 | $320,439 | 1,490 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $217,582 | 990 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $213,632 | 990 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $202,623 | 990 | Shares | Sole | 2025-11-26 | |
| 2025-03-31 | $192,050 | 990 | Shares | Sole | 2025-12-08 | |
| 2024-12-31 | $198,571 | 1,014 | Shares | Sole | 2025-12-11 | |
| No filing history on record for this holder in this stock. | ||||||