Curated Wealth Partners LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1781284
EL SEGUNDO, CA
Position in VIG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$333,634
+$30,400 QoQ
Shares Held
1,410
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#488
of 591 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
Derivatives in VIG
reported options exposure · as of Mar 31, 2024CallValue
$0
CallShares
0
PutValue
$544,173
PutShares
2,980
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
All Filings in VIG
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,634 | 1,410 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $303,234 | 1,410 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $411,867 | 1,874 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $218,811 | 1,014 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $207,535 | 1,014 | Shares | Sole | 2025-07-28 | |
| 2024-12-31 | $518,949 | 2,650 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $524,859 | 2,650 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $543,999 | 2,980 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $544,173 | 2,980 | Put | Sole | 2024-04-12 | |
| 2023-12-31 | $1,087,492 | 6,382 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,225,482 | 7,887 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,869,569 | 11,510 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $1,809,155 | 11,747 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,804,281 | 11,882 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $1,382,281 | 10,227 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,350,339 | 9,412 | Shares | Sole | 2022-07-27 | |
| No filing history on record for this holder in this stock. | ||||||