Creative Planning
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1540235
OVERLAND PARK, KS
Position in VIG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$283,027,333
+$23,896,808 QoQ
Shares Held
1,196,126
-0.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#21
of 591 holders
Holding Since
Mar 2020
26 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
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,027,333 | 1,196,126 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $259,130,525 | 1,204,922 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $247,589,861 | 1,126,535 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $241,096,339 | 1,117,273 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $223,589,898 | 1,092,441 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $214,970,405 | 1,108,152 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $216,071,380 | 1,103,362 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $187,645,014 | 947,415 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $176,053,768 | 964,414 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $179,499,055 | 982,964 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $178,511,550 | 1,047,603 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $150,934,422 | 971,389 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $126,529,883 | 778,981 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $116,450,194 | 756,121 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $112,835,635 | 743,073 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $104,403,801 | 772,446 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $116,843,976 | 814,414 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $134,335,127 | 828,411 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $81,533,847 | 474,724 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $72,877,363 | 474,462 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $72,956,396 | 471,325 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $70,024,788 | 476,100 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $65,587,864 | 464,602 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $52,768,869 | 410,142 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $31,670,238 | 270,270 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $27,839,928 | 269,271 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||