Heartwood Wealth Advisors LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1794935
RICHMOND, VA
Position in VIG
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$214,629
+$39,624 QoQ
Shares Held
998
+23.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 31%
Shared 0%
None 69%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $214,629 | 998 | Shares | Sole | 2026-04-07 | |
| 2025-09-30 | $175,005 | 811 | Shares | Sole | 2025-10-06 | |
| No filing history on record for this holder in this stock. | ||||||