Prestige Wealth Management Group LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1772715 FLEMINGTON, NJ

Position in VIG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$632,721

+$57,221 QoQ

Shares Held

2,674

-0.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#421

of 591 holders

Holding Since

Jun 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	$632,721	2,674	-0.1%	Shares	Sole	2026-08-14
2026-03-31	$575,500	2,676	+0.8%	Shares	Sole	2026-05-13
2025-12-31	$583,515	2,655	-0.9%	Shares	Sole	2026-02-11
2025-09-30	$578,101	2,679	-0.3%	Shares	Sole	2026-02-20
2025-06-30	$549,948	2,687	+0.1%	Shares	Sole	2026-02-20
2025-03-31	$520,669	2,684	-8.0%	Shares	Sole	2026-02-20
2024-12-31	$571,040	2,916	-3.9%	Shares	Sole	2026-02-20
2024-09-30	$601,112	3,035	+2.5%	Shares	Sole	2026-02-20
2024-06-30	$540,348	2,960	-3.2%	Shares	Sole	2026-02-20
2024-03-31	$558,238	3,057	+8.2%	Shares	Sole	2024-04-26
2023-12-31	$481,380	2,825	+0.6%	Shares	Sole	2024-04-26
2023-09-30	$436,462	2,809	-3.4%	Shares	Sole	2024-04-26
2023-06-30	$472,184	2,907	-41.0%	Shares	Sole	2024-04-26
2023-03-31	$758,345	4,924	-19.1%	Shares	Sole	2024-04-26
2022-12-31	$924,007	6,085	+529.3%	Shares	Sole	2023-02-08
2022-09-30	$130,699	967	-10.5%	Shares	Sole	2022-11-01
2022-06-30	$154,947	1,080	+11.8%	Shares	Sole	2022-08-10
2022-03-31	$156,646	966	-3.3%	Shares	Sole	2022-05-05
2021-12-31	$171,578	999	+42.1%	Shares	Sole	2022-02-15
2021-09-30	$107,980	703	+67.0%	Shares	Sole	2021-11-12
2021-06-30	$65,166	421	+3.7%	Shares	Sole	2021-08-12
2021-03-31	$59,714	406	+11.2%	Shares	Sole	2021-05-13
2020-12-31	$51,527	365	0.0%	Shares	Sole	2021-02-17
2020-09-30	$46,960	365	0.0%	Shares	Sole	2020-10-26
2020-06-30	$42,770	365	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.