Synergy Asset Management, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1699080
VANCOUVER, WA
Position in VIG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$942,823
+$137,769 QoQ
Shares Held
4,384
+19.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $942,823 | 4,384 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $805,054 | 3,663 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $2,363,762 | 10,954 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $750,729 | 3,668 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $711,555 | 3,668 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,432,495 | 7,315 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $716,581 | 3,618 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $676,712 | 3,707 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $660,682 | 3,618 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $655,188 | 3,845 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $599,145 | 3,856 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||