Concord Wealth Partners
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1814214
ABINGDON, VA
Position in VIG
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$230,974
-$58,476 QoQ
Shares Held
1,074
-18.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
17 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
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $230,974 | 1,074 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $289,450 | 1,317 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $282,900 | 1,311 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $267,503 | 1,307 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $253,738 | 1,308 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $255,558 | 1,305 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $257,279 | 1,299 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $236,402 | 1,295 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $236,479 | 1,295 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $238,560 | 1,400 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $216,444 | 1,393 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $120,523 | 742 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $163,096 | 1,059 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $160,201 | 1,055 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $150,213 | 1,047 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $169,295 | 1,044 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $178,791 | 1,041 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||