WealthShield Partners, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1729303
CARY, NC
Position in VIG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$12,577,772
+$739,365 QoQ
Shares Held
53,156
-3.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.10%
of 13F equity value
Holder Rank
#132
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 | $12,577,772 | 53,156 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $11,838,407 | 55,047 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $12,051,636 | 54,835 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $11,782,781 | 54,603 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $11,413,217 | 55,764 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $10,696,802 | 55,141 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $9,711,601 | 49,592 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $10,752,875 | 54,291 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $7,854,578 | 43,027 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $7,731,342 | 42,338 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $7,957,168 | 46,697 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $7,515,264 | 48,367 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $7,229,109 | 44,506 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $7,606,553 | 49,390 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $8,728,489 | 57,481 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $7,877,665 | 58,284 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $7,312,952 | 50,972 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $7,695,627 | 47,457 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $8,547,310 | 49,766 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $4,846,694 | 31,554 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $7,102,229 | 45,883 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $5,667,139 | 38,531 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $7,507,985 | 53,184 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $5,482,459 | 42,612 | Shares | Other | 2020-10-30 | |
| 2020-06-30 | $4,578,925 | 39,076 | Shares | Other | 2020-08-13 | |
| 2020-03-31 | $3,904,419 | 37,764 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||