Summit Financial Wealth Advisors, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1632283
Lafayette, LA
Position in VIG
as of Mar 31, 2026
· filed May 26, 2026
Position Value
$1,066,912
-$23,196 QoQ
Shares Held
4,961
+0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.36%
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%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,066,912 | 4,961 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $1,090,108 | 4,960 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,070,318 | 4,960 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $959,288 | 4,687 | Shares | Sole | 2025-09-29 | |
| 2025-03-31 | $904,769 | 4,664 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $838,935 | 4,284 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $847,894 | 4,281 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $741,335 | 4,061 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $741,579 | 4,061 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $733,572 | 4,305 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $630,998 | 4,061 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $695,037 | 4,279 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $659,008 | 4,279 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $649,766 | 4,279 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $578,349 | 4,279 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $613,908 | 4,279 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $693,720 | 4,278 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $734,746 | 4,278 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $647,577 | 4,216 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $652,594 | 4,216 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $620,089 | 4,216 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $692,438 | 4,905 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $567,776 | 4,413 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $539,613 | 4,605 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $506,817 | 4,902 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||