Principle Wealth Partners LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1743413
MADISON, CT
Position in VIG
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$49,008,087
-$1,913,840 QoQ
Shares Held
227,881
-1.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.52%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $49,008,087 | 227,881 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $50,921,927 | 231,695 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $52,703,039 | 244,233 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $49,845,945 | 243,543 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $47,079,433 | 242,690 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $48,941,246 | 249,917 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $50,192,959 | 253,423 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $46,598,990 | 255,267 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $47,010,753 | 257,438 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $43,714,245 | 256,539 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $40,130,458 | 258,273 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $42,480,155 | 261,529 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $40,216,169 | 261,127 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $49,046,031 | 322,990 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $43,482,053 | 321,708 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $43,452,185 | 302,866 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $47,208,667 | 291,124 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $47,532,499 | 276,754 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $45,704,601 | 297,556 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $44,433,862 | 287,059 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $44,521,704 | 302,704 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $40,128,419 | 284,256 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $27,691,105 | 215,227 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $28,638,206 | 244,395 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $25,519,029 | 246,823 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||