SAX WEALTH ADVISORS, LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1846150 PARSIPPANY, NJ

Position in VIG

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$9,741,787

-$213,807 QoQ

Shares Held

45,298

0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

2.88%

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	$9,741,787	45,298	0.0%	Shares	Sole	2026-04-08
2025-12-31	$9,955,594	45,298	+196.0%	Shares	Sole	2026-01-12
2025-09-30	$3,302,234	15,303	-3.7%	Shares	Sole	2025-10-20
2025-06-30	$3,253,638	15,897	+6.9%	Shares	Sole	2025-07-23
2025-03-31	$2,884,437	14,869	+1.6%	Shares	Sole	2025-05-14
2024-12-31	$2,865,188	14,631	+4.4%	Shares	Sole	2025-01-15
2024-09-30	$2,774,820	14,010	+0.2%	Shares	Sole	2024-10-17
2024-06-30	$2,552,231	13,981	-9.8%	Shares	Sole	2024-07-12
2024-03-31	$2,829,724	15,496	+10.5%	Shares	Sole	2024-05-14
2023-12-31	$2,390,200	14,027	+0.0%	Shares	Sole	2024-02-14
2023-09-30	$2,179,049	14,024	+6.2%	Shares	Sole	2023-11-07
2023-06-30	$2,145,375	13,208	+7.2%	Shares	Sole	2023-08-11
2023-03-31	$1,897,403	12,320	+2.0%	Shares	Sole	2023-05-05
2022-12-31	$1,834,196	12,079	-11.8%	Shares	Sole	2023-02-06
2022-09-30	$1,850,205	13,689	+0.0%	Shares	Sole	2022-11-08
2022-06-30	$1,963,817	13,688	-2.1%	Shares	Sole	2022-08-11
2022-03-31	$2,267,969	13,986	-4.0%	Shares	Sole	2022-08-11
2021-12-31	$2,503,256	14,575	+5.5%	Shares	Sole	2022-02-07
2021-09-30	$2,121,676	13,813	-0.6%	Shares	Sole	2021-12-10
2021-06-30	$2,150,033	13,890	-46.4%	Shares	Sole	2021-08-12
2021-03-31	$3,813,637	25,929	+122.5%	Shares	Sole	2021-05-14
2020-12-31	$1,644,771	11,651	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.