Heritage Wealth Advisors
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1591122
RICHMOND, VA
Position in VIG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,340,898
+$28,643 QoQ
Shares Held
31,024
-8.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#179
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 | $7,340,898 | 31,024 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,312,255 | 34,001 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $9,363,726 | 42,605 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,288,680 | 43,045 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $8,932,822 | 43,645 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $8,607,918 | 44,373 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $9,411,981 | 48,062 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $9,490,242 | 47,916 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $8,838,158 | 48,415 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $8,870,280 | 48,575 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $8,734,704 | 51,260 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $8,151,700 | 52,463 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $8,822,710 | 54,317 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $8,925,341 | 57,953 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $9,168,399 | 60,378 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $8,554,006 | 63,288 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $9,547,211 | 66,545 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $14,836,018 | 91,490 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $16,288,598 | 94,839 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $14,978,304 | 97,515 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $15,491,228 | 100,079 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $14,877,436 | 101,152 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $14,660,363 | 103,849 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $12,399,092 | 96,371 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $11,407,824 | 97,353 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $10,395,037 | 100,542 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||