Summit Financial Strategies, Inc.
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1625246
Columbus, OH
Position in VIG
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$254,200
+$53,599 QoQ
Shares Held
1,182
-4.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $254,200 | 1,182 | Shares | Sole | 2026-05-01 | |
| 2023-06-30 | $200,601 | 1,235 | Shares | Sole | 2023-07-21 | |
| No filing history on record for this holder in this stock. | ||||||