Everhart Financial Group, Inc.
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1852858
Dublin, OH
Position in VIG
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$3,891,725
+$2,641,177 QoQ
Shares Held
18,096
+218.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.66%
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 | $3,891,725 | 18,096 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,250,548 | 5,690 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,224,392 | 5,674 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,238,253 | 6,050 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $357,717 | 1,844 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $362,872 | 1,853 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $367,005 | 1,853 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||