Circle Wealth Management, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1578242
SUMMIT, NJ
Position in VIG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$17,464,922
+$1,591,344 QoQ
Shares Held
73,810
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#106
of 591 holders
Holding Since
Sep 2023
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,464,922 | 73,810 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $15,873,578 | 73,810 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $16,676,247 | 75,877 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $15,927,459 | 73,810 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $13,774,291 | 67,300 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $13,055,527 | 67,300 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $13,179,359 | 67,300 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $13,405,294 | 67,683 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $11,570,566 | 63,383 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $11,504,430 | 63,000 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $10,735,200 | 63,000 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $9,788,940 | 63,000 | Shares | Sole | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||