INVESTMENT ADVISORY SERVICES INC /TX /ADV
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 925953
THE WOODLANDS, TX
Position in VIG
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$34,689,393
-$1,032,329 QoQ
Shares Held
161,301
-0.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
15.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $34,689,393 | 161,301 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $35,721,722 | 162,534 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $34,703,779 | 160,822 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $32,387,185 | 158,241 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $29,473,288 | 151,932 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $29,087,609 | 148,535 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $28,807,232 | 145,447 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $25,836,484 | 141,531 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $25,418,764 | 139,197 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $23,631,583 | 138,683 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $21,358,534 | 137,460 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $21,996,433 | 135,421 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $19,283,284 | 125,208 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $18,625,617 | 122,658 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $15,914,414 | 117,745 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $16,952,271 | 118,159 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $19,460,335 | 120,007 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $21,039,375 | 122,500 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $18,342,297 | 119,416 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $18,320,944 | 118,360 | Shares | Sole | 2021-08-16 | |
| 2020-12-31 | $16,266,595 | 115,227 | Shares | Sole | 2021-03-10 | |
| 2020-09-30 | $14,500,239 | 112,702 | Shares | Sole | 2021-03-10 | |
| 2020-06-30 | $13,192,241 | 112,581 | Shares | Sole | 2021-03-10 | |
| 2020-03-31 | $11,623,000 | 112,419 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||