Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2106763
LYNCHBURG, VA
Position in VIG
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$1,855,752
-$78,751 QoQ
Shares Held
8,629
-2.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.82%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,855,752 | 8,629 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,934,503 | 8,802 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||