Legacy Capital Wealth Partners, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1766228
LITTLE ROCK, AR
Position in VIG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$353,037
+$16,684 QoQ
Shares Held
1,492
-4.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#483
of 591 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $353,037 | 1,492 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $336,353 | 1,564 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $452,746 | 2,060 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $439,348 | 2,036 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $415,889 | 2,032 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $345,496 | 1,781 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $305,494 | 1,560 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $311,746 | 1,574 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||