Summit Financial, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1765536
PARSIPPANY, NJ
Position in VIG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$20,486,322
+$3,389,483 QoQ
Shares Held
86,579
+8.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#92
of 591 holders
Holding Since
Mar 2023
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,486,322 | 86,579 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $17,096,839 | 79,498 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,402,409 | 38,231 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,051,772 | 37,313 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,393,908 | 36,126 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,308,554 | 32,520 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $6,075,625 | 31,025 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $6,473,987 | 32,687 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,746,647 | 15,046 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,160,669 | 6,356 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $272,980 | 1,602 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $230,739 | 1,485 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $227,726 | 1,402 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $221,774 | 1,440 | Shares | Sole | 2023-05-03 | |
| No filing history on record for this holder in this stock. | ||||||