Holistic Financial Partners
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1729304
INDIANAPOLIS, IN
Position in VIG
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$200,220
-$4,395 QoQ
Shares Held
931
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $200,220 | 931 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $204,615 | 931 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $200,900 | 931 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||