EverSource Wealth Advisors, LLC VIG holdings history
VANGUARD DIVIDEND APPREC ETF · CUSIP 921908844 · CIK 1710537
As of 2026-06-30, EverSource Wealth Advisors, LLC reported 123.69K VIG (shares), valued at $29.27M, or 0.99% of its reported non-derivative portfolio. Filed 2026-07-24.
Verify history & sources →Shares decreased 2.42%; reported value increased 7.36%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.99% | 123,689 | SEC filing ↗Filed Jul 24, 2026 |
| Q1 2026 | 0.83% | 126,760 | SEC filing ↗Filed May 18, 2026Amended |
| Q4 2025 | 1.02% | 125,345 | SEC filing ↗Filed Feb 6, 2026 |
| Q3 2025 | 1.01% | 118,664 | SEC filing ↗Filed Nov 10, 2025 |
| Q2 2025 | 1.00% | 107,971 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 1.24% | 116,244 | SEC filing ↗Filed May 13, 2025 |
| Q4 2024 | 1.26% | 114,159 | SEC filing ↗Filed Feb 10, 2025 |
| Q3 2024 | 1.56% | 124,688 | SEC filing ↗Filed Nov 8, 2024 |
| Q2 2024 | 1.57% | 124,642 | SEC filing ↗Filed Aug 13, 2024 |
| Q1 2024 | 1.70% | 123,675 | SEC filing ↗Filed Jun 11, 2024Amended |
| Q4 2023 | 1.88% | 120,695 | SEC filing ↗Filed Feb 9, 2024 |
| Q3 2023 | 1.98% | 120,316 | SEC filing ↗Filed Nov 3, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.98% | 120,316 | $18.69M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 3, 2023 |
| Q4 2023 | 1.88% | 120,695 | $20.57M | Shares increased 0.32%; reported value increased 10.01%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 9, 2024 |
| Q1 2024 | 1.70% | 123,675 | $21.65M | Shares increased 2.47%; reported value increased 5.28%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jun 11, 2024 |
| Q2 2024 | 1.57% | 124,642 | $23.66M | Shares increased 0.78%; reported value increased 9.26%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2024 |
| Q3 2024 | 1.56% | 124,688 | $24.70M | Shares increased 0.04%; reported value increased 4.40%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 8, 2024 |
| Q4 2024 | 1.26% | 114,159 | $22.36M | Shares decreased 8.44%; reported value decreased 9.48%, and weight changed -0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2025 |
| Q1 2025 | 1.24% | 116,244 | $22.55M | Shares increased 1.83%; reported value increased 0.87%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2025 |
| Q2 2025 | 1.00% | 107,971 | $22.10M | Shares decreased 7.12%; reported value decreased 2.00%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 1.01% | 118,664 | $25.61M | Shares increased 9.90%; reported value increased 15.88%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 10, 2025 |
| Q4 2025 | 1.02% | 125,345 | $27.55M | Shares increased 5.63%; reported value increased 7.58%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2026 |
| Q1 2026 | 0.83% | 126,760 | $27.26M | Shares increased 1.13%; reported value decreased 1.04%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 18, 2026 |
| Q2 2026 | 0.99% | 123,689 | $29.27M | Shares decreased 2.42%; reported value increased 7.36%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2026 |
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