Avantax Planning Partners, Inc.
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1005441
DUBUQUE, IA
Position in VIG
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$37,519,367
-$11,987,616 QoQ
Shares Held
174,460
-22.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.73%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,519,367 | 174,460 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $49,506,983 | 225,257 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $50,603,618 | 234,504 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $48,535,443 | 237,140 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $33,101,677 | 170,636 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $32,688,335 | 166,922 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $33,831,816 | 170,816 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $39,735,293 | 217,668 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $40,947,188 | 224,233 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $42,699,002 | 250,581 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $34,732,091 | 223,530 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $37,634,868 | 231,699 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $30,727,767 | 199,518 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $23,594,301 | 155,379 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $26,328,221 | 194,793 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $17,710,367 | 123,443 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $7,046,987 | 43,457 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $13,629,393 | 79,356 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $13,107,763 | 85,337 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $6,790,792 | 43,871 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $6,230,308 | 42,360 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $8,630,992 | 61,139 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $7,381,738 | 57,374 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $6,789,409 | 57,940 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $3,571,710 | 34,546 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||