VIG β€” VANGUARD DIVIDEND APPRECIATION ETF

Ownership history in Arkos Global Advisors  Β·  7 quarters on record

AI Ownership Summary

Arkos Global Advisors reported VANGUARD DIVIDEND APPRECIATION ETF (VIG) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.25% in 2024 Q1. The latest visible filing shows VIG at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VIG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Arkos Global Advisors's position in VANGUARD DIVIDEND APPRECIATION ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

VIG was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Arkos Global Advisors held VIG β€” position size vs. price
% of Fund (quarterly)    VIG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 1,471 -1,000 -40.5% 0.04% $317K 2025-11-14 $216.16
2025 Q2 REDUCED 2,471 -1,300 -34.5% 0.07% $506K 2025-08-14 $208.39
2025 Q1 REDUCED 3,771 -4,340 -53.5% 0.11% $732K 2025-05-15 $195.26
2024 Q4 UNCHANGED 8,111 β€” 0% 0.23% $1.6M 2025-02-14 $200.40
2024 Q3 UNCHANGED 8,111 β€” 0% 0.23% $1.6M 2024-11-15 $194.45
2024 Q2 UNCHANGED 8,111 β€” 0% 0.24% $1.5M 2024-08-15 $185.78
2024 Q1 INITIATED 8,111 β€” β€” 0.25% $1.5M 2024-05-15 $178.06

FAQ About Arkos Global Advisors and VIG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Arkos Global Advisors reported owning VIG?

Arkos Global Advisors reported VIG across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported VIG position in Arkos Global Advisors's portfolio?

The largest reported portfolio weight for VIG was 0.25% in 2024 Q1.

What is the latest reported VIG position on this page?

The most recent filing on this page is 2025 Q3, when Arkos Global Advisors reported 1,471 shares, equal to 0.04% of portfolio, with an estimated market value of $317K.

What does the chart on this VIG ownership page compare?

The chart compares Arkos Global Advisors's quarterly VIG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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