Sound View Wealth Advisors Group, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1784777
SAVANNAH, GA
Position in VIG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$19,701,927
+$908,049 QoQ
Shares Held
83,264
-4.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.11%
of 13F equity value
Holder Rank
#95
of 591 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,701,927 | 83,264 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $18,793,878 | 87,389 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $19,310,530 | 87,863 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $18,902,340 | 87,596 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $18,004,615 | 87,969 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $17,769,096 | 91,598 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $18,221,198 | 93,046 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $18,163,884 | 91,709 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $15,441,721 | 84,589 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $15,643,650 | 85,667 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $15,436,876 | 90,592 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $13,326,010 | 85,764 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $12,900,028 | 79,419 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $12,344,825 | 80,156 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $13,756,395 | 90,592 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $7,556,930 | 55,911 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $8,180,946 | 57,022 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $9,295,497 | 57,323 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $9,931,615 | 57,826 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $9,764,659 | 63,572 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $9,894,950 | 63,925 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $9,501,073 | 64,598 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $9,113,511 | 64,557 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $8,263,188 | 64,225 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $7,269,495 | 62,037 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $4,411,651 | 42,670 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||