CBIZ Investment Advisory Services, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1795934
INDEPENDENCE, OH
Position in VIG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$49,216
+$4,484 QoQ
Shares Held
208
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#576
of 591 holders
Holding Since
Mar 2020
17 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
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,216 | 208 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $44,732 | 208 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $45,714 | 208 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $44,884 | 208 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $42,571 | 208 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $40,349 | 208 | Shares | Sole | 2025-06-03 | |
| 2024-12-31 | $40,732 | 208 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $41,196 | 208 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $37,970 | 208 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $37,982 | 208 | Shares | Sole | 2024-05-13 | |
| 2021-09-30 | $38,707 | 252 | Principal | Sole | 2021-11-12 | |
| 2021-06-30 | $19,503 | 126 | Principal | Sole | 2021-08-16 | |
| 2021-03-31 | $18,532 | 126 | Principal | Sole | 2021-05-17 | |
| 2020-12-31 | $17,787 | 126 | Principal | Sole | 2021-02-16 | |
| 2020-09-30 | $16,211 | 126 | Principal | Sole | 2020-11-13 | |
| 2020-06-30 | $14,764 | 126 | Principal | Sole | 2020-08-14 | |
| 2020-03-31 | $13,027 | 126 | Principal | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||