Independent Advisor Alliance
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1696899
CHARLOTTE, NC
Position in VIG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,557,625
-$81,040,498 QoQ
Shares Held
10,809
-97.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#263
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 | $2,557,625 | 10,809 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $83,598,123 | 388,720 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $981,757 | 4,467 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $950,770 | 4,406 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $881,718 | 4,308 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $504,180 | 2,599 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $77,862,203 | 397,601 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $392,752 | 1,983 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $730,382 | 4,001 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,051,285 | 5,757 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,971,868 | 11,572 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $895,454 | 5,763 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,140,421 | 7,021 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,335,574 | 8,672 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,692,823 | 11,148 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,207,519 | 8,934 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $533,421 | 3,718 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $619,451 | 3,820 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $656,085 | 3,820 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $586,752 | 3,820 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $482,325 | 3,116 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $471,244 | 3,204 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $483,083 | 3,422 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $440,274 | 3,422 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $411,301 | 3,510 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $391,641 | 3,788 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||