ELEVATION POINT WEALTH PARTNERS, LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1744349 DENVER, CO

Position in VIG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$12,926,313

+$2,773,976 QoQ

Shares Held

54,629

+15.7% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#129

of 591 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,926,313	54,629	+15.7%	Shares	Sole	2026-08-12
2026-03-31	$10,152,337	47,207	+118.3%	Shares	Sole	2026-04-27
2025-12-31	$4,751,643	21,620	+51.8%	Shares	Sole	2026-02-12
2025-09-30	$3,074,144	14,246	+581.3%	Shares	Sole	2025-11-14
2025-06-30	$427,964	2,091	-2.4%	Shares	Sole	2026-02-03
2025-03-31	$415,720	2,143	-2.9%	Shares	Sole	2026-02-03
2024-12-31	$432,000	2,206	-46.5%	Shares	Sole	2026-02-03
2024-09-30	$816,205	4,121	-12.7%	Shares	Sole	2026-02-03
2024-06-30	$861,818	4,721	-18.7%	Shares	Sole	2026-02-03
2024-03-31	$1,060,781	5,809	-11.6%	Shares	Sole	2026-02-03
2023-12-31	$1,119,698	6,571	+8.1%	Shares	Sole	2024-02-13
2023-09-30	$944,399	6,078	0.0%	Shares	Sole	2023-10-11
2023-06-30	$987,249	6,078	+0.3%	Shares	Sole	2023-08-14
2023-03-31	$932,838	6,057	0.0%	Shares	Sole	2023-05-11
2022-12-31	$919,755	6,057	-0.6%	Shares	Sole	2023-02-14
2022-09-30	$823,529	6,093	-2.7%	Shares	Sole	2022-11-07
2022-06-30	$898,122	6,260	+0.5%	Shares	Sole	2022-08-02
2022-03-31	$1,009,932	6,228	+0.0%	Shares	Sole	2022-05-03
2021-12-31	$1,069,315	6,226	+6.6%	Shares	Sole	2022-02-02
2021-09-30	$896,716	5,838	+6.1%	Shares	Sole	2021-11-02
2021-06-30	$851,345	5,500	-1.8%	Shares	Sole	2021-08-04
2021-03-31	$823,648	5,600	+167.6%	Shares	Sole	2021-05-04
2020-09-30	$269,285	2,093	-20.5%	Shares	Sole	2020-11-16
2020-06-30	$308,417	2,632	+25.3%	Shares	Sole	2020-07-09
2020-03-31	$217,119	2,100	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.