Core Wealth Advisors, Inc.
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1770532
LAKELAND, FL
Position in VIG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,237,715
+$358,951 QoQ
Shares Held
9,457
+8.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.88%
of 13F equity value
Holder Rank
#272
of 591 holders
Holding Since
Sep 2020
24 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
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,237,715 | 9,457 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,878,764 | 8,736 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,443,954 | 6,570 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,258,703 | 5,833 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,189,132 | 5,810 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,010,687 | 5,210 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $845,593 | 4,318 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $776,791 | 3,922 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $651,155 | 3,567 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $579,238 | 3,172 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $539,486 | 3,166 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $457,594 | 2,945 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $443,758 | 2,732 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $194,976 | 1,266 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $28,851 | 190 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $25,680 | 190 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $27,259 | 190 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $30,810 | 190 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $32,632 | 190 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $29,184 | 190 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $29,410 | 190 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $27,945 | 190 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $26,822 | 190 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $24,445 | 190 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||