Jupiter Wealth Management LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1774207
GLENDALE, CO
Position in VIG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$430,885
+$39,261 QoQ
Shares Held
1,821
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#461
of 591 holders
Holding Since
Sep 2023
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $430,885 | 1,821 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $391,624 | 1,821 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $400,219 | 1,821 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $392,953 | 1,821 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $372,704 | 1,821 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $353,255 | 1,821 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $356,606 | 1,821 | Shares | Sole | 2025-02-20 | |
| 2024-09-30 | $360,667 | 1,821 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $332,423 | 1,821 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $332,532 | 1,821 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $310,298 | 1,821 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $282,946 | 1,821 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||