Level Financial Advisors
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1871734
EAST AMHERST, NY
Position in VIG
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$264,093
+$22,116 QoQ
Shares Held
1,228
+11.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $264,093 | 1,228 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $241,977 | 1,101 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $241,253 | 1,118 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $228,821 | 1,118 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $216,880 | 1,118 | Shares | Sole | 2025-04-10 | |
| 2023-12-31 | $3,919 | 23 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $3,573 | 23 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $3,735 | 23 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $3,542 | 23 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $3,492 | 23 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $3,108 | 23 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $3,299 | 23 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,729 | 23 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $3,950 | 23 | Shares | Sole | 2022-01-20 | |
| No filing history on record for this holder in this stock. | ||||||