WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 752365
SOUTH BEND, IN
Position in VIG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$10,524,384
+$1,093,358 QoQ
Shares Held
44,478
+1.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.46%
of 13F equity value
Holder Rank
#148
of 591 holders
Holding Since
Jun 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,524,384 | 44,478 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $9,431,026 | 43,853 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $9,561,309 | 43,504 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $8,971,037 | 41,573 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $7,940,991 | 38,799 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $7,469,778 | 38,506 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $7,268,230 | 37,115 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $6,275,134 | 31,683 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $5,489,826 | 30,073 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $5,234,880 | 28,667 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,776,575 | 22,163 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $3,105,580 | 19,987 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $3,032,892 | 18,672 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,555,795 | 16,595 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $2,086,874 | 13,743 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $1,538,931 | 11,386 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,632,832 | 11,381 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $1,820,732 | 11,228 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,875,510 | 10,920 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $1,654,425 | 10,771 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $1,313,083 | 8,483 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,056,475 | 7,183 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,559,504 | 11,047 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $1,421,307 | 11,047 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $1,265,075 | 10,796 | Shares | Sole | 2020-07-16 | |
| No filing history on record for this holder in this stock. | ||||||