Summit Asset Management, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1509974
MEMPHIS, TN
Position in VIG
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$369,473
-$8,109 QoQ
Shares Held
1,718
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 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
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $369,473 | 1,718 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $377,582 | 1,718 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $364,469 | 1,689 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $345,687 | 1,689 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $327,649 | 1,689 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $330,756 | 1,689 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $334,523 | 1,689 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $308,509 | 1,690 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $308,428 | 1,689 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $258,837 | 1,519 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $210,384 | 1,354 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $219,930 | 1,354 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $240,563 | 1,562 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $259,967 | 1,712 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $231,393 | 1,712 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $245,620 | 1,712 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $283,293 | 1,747 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $300,047 | 1,747 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $268,339 | 1,747 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $250,295 | 1,617 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $237,828 | 1,617 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $228,271 | 1,617 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $208,043 | 1,617 | Shares | Sole | 2020-11-06 | |
| No filing history on record for this holder in this stock. | ||||||