Strategic Wealth Investment Group, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1802365
LOUISVILLE, KY
Position in VIG
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$654,642
-$147,994 QoQ
Shares Held
3,044
-16.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $654,642 | 3,044 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $802,636 | 3,652 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,208,208 | 5,599 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $382,528 | 1,869 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $324,545 | 1,673 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $750,616 | 3,833 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $632,801 | 3,195 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||