Strategic Wealth Partners, Ltd.
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1720777
INDEPENDENCE, OH
Position in VIG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,503,202
+$197,759 QoQ
Shares Held
10,579
-1.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#266
of 591 holders
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,503,202 | 10,579 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,305,443 | 10,720 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,472,305 | 11,249 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $2,619,906 | 12,141 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,425,953 | 11,853 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $2,250,870 | 11,494 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,156,675 | 10,889 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,877,709 | 10,286 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $1,918,135 | 10,504 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $1,164,172 | 6,832 | Shares | Sole | 2024-05-20 | |
| 2023-09-30 | $1,009,659 | 6,498 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $1,136,685 | 6,998 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $1,340,811 | 8,706 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,172,130 | 7,719 | Shares | Sole | 2023-04-24 | |
| 2022-09-30 | $1,043,300 | 7,719 | Shares | Sole | 2023-04-24 | |
| 2022-06-30 | $1,116,913 | 7,785 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $1,324,198 | 8,166 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $1,484,778 | 8,645 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,317,120 | 8,575 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,387,537 | 8,964 | Shares | Sole | 2021-08-25 | |
| 2021-03-31 | $1,321,072 | 8,982 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $1,273,212 | 9,019 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $1,168,232 | 9,080 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,022,747 | 8,728 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,377,154 | 13,320 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||