DIA β€” SPDR DOW JONES INDL AVRG ETF

Ownership history in Vigilare Wealth Management  Β·  14 quarters on record

AI Ownership Summary

Vigilare Wealth Management reported SPDR DOW JONES INDL AVRG ETF (DIA) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.27% in 2023 Q4. The latest visible filing shows DIA at 0.10% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DIA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Vigilare Wealth Management's position in SPDR DOW JONES INDL AVRG 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
2026 Q1

DIA was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.27% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 Vigilare Wealth Management held DIA β€” position size vs. price
% of Fund (quarterly)    DIA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 634 -19 -2.9% 0.10% $294K 2026-05-15 (Est.) $465.48
2025 Q4 ADDED 653 +1 +0.2% 0.11% $314K 2026-01-07 $488.12
2025 Q3 REDUCED 652 -299 -31.4% 0.10% $302K 2025-10-01 $460.78
2025 Q2 ADDED 951 +1 +0.1% 0.16% $399K 2025-07-18 $438.42
2024 Q4 ADDED 950 +2 +0.2% 0.16% $404K 2025-01-13 $414.89
2024 Q3 ADDED 948 +1 +0.1% 0.16% $401K 2024-10-29 $413.00
2024 Q2 ADDED 947 +1 +0.1% 0.16% $371K 2024-07-15 $391.51
2024 Q1 REDUCED 946 -450 -32.2% 0.19% $376K 2024-04-26 $370.62
2023 Q4 REDUCED 1,396 -969 -41.0% 0.27% $526K 2024-01-08 $363.47
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding DIA

As of 2026 Q1 β€” sorted by position size

Bangor Savings Bank 3Y 7Y 0.01%

FAQ About Vigilare Wealth Management and DIA

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

How long has Vigilare Wealth Management reported owning DIA?

Vigilare Wealth Management reported DIA across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DIA position in Vigilare Wealth Management's portfolio?

The largest reported portfolio weight for DIA was 0.27% in 2023 Q4.

What is the latest reported DIA position on this page?

The most recent filing on this page is 2026 Q1, when Vigilare Wealth Management reported 634 shares, equal to 0.10% of portfolio, with an estimated market value of $294K.

What does the chart on this DIA ownership page compare?

The chart compares Vigilare Wealth Management's quarterly DIA 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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