Summit Trail Advisors, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1698478
NEW YORK, NY
Position in VIG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,454,283
+$988,749 QoQ
Shares Held
27,277
+7.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#186
of 591 holders
Holding Since
Jun 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,454,283 | 27,277 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $5,465,534 | 25,414 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,025,269 | 22,865 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,407,020 | 29,691 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,347,635 | 31,014 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $6,078,659 | 30,691 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,572,147 | 25,046 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,397,979 | 24,084 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $2,530,440 | 14,850 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,267,926 | 14,596 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $2,463,738 | 15,168 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $2,148,439 | 13,950 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $526,463 | 3,467 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $378,312 | 2,799 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $402,576 | 2,806 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $349,454 | 2,155 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $342,641 | 1,995 | Shares | Sole | 2022-02-11 | |
| 2020-12-31 | $472,919 | 3,350 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $431,011 | 3,350 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $392,553 | 3,350 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||