MB, LEVIS & ASSOCIATES, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2065807
CENTER VALLEY, PA
Position in VIG
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$141,724
-$3,111 QoQ
Shares Held
659
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $141,724 | 659 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $144,835 | 659 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $141,126 | 654 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $133,444 | 652 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $126,481 | 652 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $127,093 | 649 | Shares | Sole | 2025-05-07 | |
| 2024-09-30 | $137,057 | 692 | Shares | Sole | 2025-05-07 | |
| 2024-06-30 | $126,689 | 694 | Shares | Sole | 2025-05-07 | |
| 2024-03-31 | $126,731 | 694 | Shares | Sole | 2025-05-07 | |
| 2023-12-31 | $118,087 | 693 | Shares | Sole | 2025-05-07 | |
| 2023-09-30 | $106,590 | 686 | Shares | Sole | 2025-05-07 | |
| 2023-06-30 | $140,339 | 864 | Shares | Sole | 2025-05-07 | |
| 2023-03-31 | $133,526 | 867 | Shares | Sole | 2025-05-07 | |
| 2022-12-31 | $131,502 | 866 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||