Regent Peak Wealth Advisors LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1803329
ATLANTA, GA
Position in VIG
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$356,354
-$6,942 QoQ
Shares Held
1,657
+0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $356,354 | 1,657 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $363,296 | 1,653 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $365,332 | 1,693 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $310,577 | 1,601 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $299,815 | 1,531 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $272,332 | 1,375 | Shares | Sole | 2024-10-16 | |
| 2023-03-31 | $202,369 | 1,314 | Shares | Sole | 2023-04-24 | |
| 2020-12-31 | $105,877 | 750 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||