Accretive Wealth Partners, LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1844444 PARSIPPANY, NJ

Position in VIG

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$16,439,831

+$266,002 QoQ

Shares Held

76,443

+3.9% QoQ

Ownership

—

of shares outstanding

% of Portfolio

8.31%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$16,439,831	76,443	+3.9%	Shares	Sole	2026-04-22
2025-12-31	$16,173,829	73,591	-1.0%	Shares	Sole	2026-01-28
2025-09-30	$16,038,591	74,325	+4.1%	Shares	Sole	2025-11-07
2025-06-30	$14,612,619	71,396	+3.0%	Shares	Sole	2025-07-29
2025-03-31	$13,444,088	69,303	+18.7%	Shares	Sole	2025-05-07
2024-12-31	$11,435,297	58,394	+0.7%	Shares	Sole	2025-01-30
2024-09-30	$11,483,914	57,982	-3.5%	Shares	Sole	2024-11-12
2024-06-30	$10,967,056	60,077	+1.7%	Shares	Sole	2024-08-05
2024-03-31	$10,789,511	59,085	+6.1%	Shares	Sole	2024-05-06
2023-12-31	$9,488,724	55,685	+4.0%	Shares	Sole	2024-02-13
2023-09-30	$8,320,132	53,547	+2.6%	Shares	Sole	2023-11-06
2023-06-30	$8,476,571	52,186	+4.8%	Shares	Sole	2023-08-07
2023-03-31	$7,668,003	49,789	+2.5%	Shares	Sole	2023-05-04
2022-12-31	$7,375,810	48,573	+4.7%	Shares	Sole	2023-02-13
2022-09-30	$6,269,666	46,387	+0.5%	Shares	Sole	2022-11-14
2022-06-30	$6,619,992	46,142	+3.0%	Shares	Sole	2022-08-12
2022-03-31	$7,263,632	44,793	+3.7%	Shares	Sole	2022-05-12
2021-12-31	$7,417,710	43,189	+4.5%	Shares	Sole	2022-02-14
2021-09-30	$6,345,676	41,313	+1.6%	Shares	Sole	2021-11-12
2021-06-30	$6,292,677	40,653	+23.8%	Shares	Sole	2021-08-13
2021-03-31	$4,831,136	32,847	+10.1%	Shares	Sole	2021-05-17
2020-12-31	$4,210,536	29,826	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.