Ascent Wealth Partners, LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1546865 NEW HARTFORD, NY

Position in VIG

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$927,338

+$55,251 QoQ

Shares Held

4,312

+8.7% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.14%

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%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$927,338	4,312	+8.7%	Shares	Sole	2026-05-06
2025-12-31	$872,087	3,968	0.0%	Shares	Sole	2026-02-02
2025-09-30	$856,254	3,968	0.0%	Shares	Sole	2025-10-21
2025-06-30	$812,130	3,968	0.0%	Shares	Sole	2025-08-12
2025-03-31	$769,752	3,968	-1.5%	Shares	Sole	2025-05-02
2024-12-31	$788,803	4,028	+0.6%	Shares	Sole	2025-02-04
2024-09-30	$792,834	4,003	+0.6%	Shares	Sole	2024-10-31
2024-06-30	$726,731	3,981	0.0%	Shares	Sole	2024-07-31
2024-03-31	$726,970	3,981	-1.6%	Shares	Sole	2024-05-01
2023-12-31	$689,438	4,046	+17.4%	Shares	Sole	2024-01-22
2023-09-30	$535,439	3,446	0.0%	Shares	Sole	2023-10-20
2023-06-30	$559,733	3,446	-4.0%	Shares	Sole	2023-08-04
2023-03-31	$552,741	3,589	-3.6%	Shares	Sole	2023-04-25
2022-12-31	$565,185	3,722	-1.0%	Shares	Sole	2023-02-02
2022-09-30	$508,201	3,760	+0.9%	Shares	Sole	2022-11-14
2022-06-30	$534,856	3,728	-15.1%	Shares	Sole	2022-08-10
2022-03-31	$712,206	4,392	-1.2%	Shares	Sole	2022-05-02
2021-12-31	$763,600	4,446	+10.4%	Shares	Sole	2022-01-27
2021-09-30	$618,547	4,027	-4.3%	Shares	Sole	2021-11-01
2021-06-30	$651,665	4,210	-2.3%	Shares	Sole	2021-07-30
2021-03-31	$633,767	4,309	+0.5%	Shares	Sole	2021-04-26
2020-12-31	$605,478	4,289	-10.6%	Shares	Sole	2021-02-02
2020-09-30	$617,310	4,798	+10.6%	Shares	Sole	2020-10-22
2020-06-30	$508,561	4,340	-1.7%	Shares	Sole	2020-07-21
2020-03-31	$456,673	4,417	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.