MOSELEY INVESTMENT MANAGEMENT INC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 906396
BRADENTON, FL
Position in VIG
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$8,177,441
-$60,133 QoQ
Shares Held
38,024
+1.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.68%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,177,441 | 38,024 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $8,237,574 | 37,481 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $6,565,410 | 30,425 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $6,030,601 | 29,465 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $5,574,302 | 28,735 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $4,909,849 | 25,072 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $4,061,022 | 20,504 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $3,464,981 | 18,981 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $3,256,118 | 17,831 | Shares | Sole | 2024-04-04 | |
| 2023-12-31 | $3,141,153 | 18,434 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $2,667,408 | 17,167 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $2,479,818 | 15,267 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $2,190,484 | 14,223 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,061,971 | 13,579 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,561,908 | 11,556 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $1,725,657 | 12,028 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,732,030 | 10,681 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $2,535,545 | 14,763 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $1,590,067 | 10,352 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,667,397 | 10,772 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,420,939 | 9,661 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $1,339,562 | 9,489 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $1,550,738 | 12,053 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $1,451,860 | 12,390 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $1,687,738 | 16,324 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||