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Disclosery

Evanson Asset Management, LLC: VIG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evanson Asset Management, LLC on VIG, newest first. How the timeline and the estimate are built.

Evanson Asset Management, LLC held 11,175 VIG shares at 2026-03-31 per its 13F-HR filed 2026-04-08.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 11,175 shares
    Change vs previous 13F -8,854 shares

    0.13% of the 13F portfolio, value $2,403,354.

    13F-HR 0001626379-26-000002 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 20,029 shares
    Change vs previous 13F -1,082 shares

    0.24% of the 13F portfolio, value $4,402,057.

    13F-HR 0001626379-26-000001 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 21,111 shares
    Change vs previous 13F -564 shares

    0.26% of the 13F portfolio, value $4,555,455.

    13F-HR 0001085146-25-005927 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 21,675 shares
    Change vs previous 13F +1,211 shares

    0.28% of the 13F portfolio, value $4,436,293.

    13F-HR 0001085146-25-003862 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 20,464 shares
    Change vs previous 13F +35 shares

    0.28% of the 13F portfolio, value $3,969,809.

    13F-HR 0001085146-25-002223 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 20,429 shares
    Change vs previous 13F +723 shares

    0.27% of the 13F portfolio, value $4,000,633.

    13F-HR 0001085146-25-000238 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 19,706 shares
    Change vs previous 13F +15 shares

    0.28% of the 13F portfolio, value $3,903,037.

    13F-HR 0001085146-24-004669 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 19,691 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $3,594,522.

    13F-HR 0001085146-24-002926 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).