Performance Wealth Partners, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1908765
HINSDALE, IL
Position in VIG
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$68,257,678
-$881,593 QoQ
Shares Held
317,389
+0.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.55%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $68,257,678 | 317,389 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $69,139,271 | 314,584 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $68,153,818 | 315,834 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $66,343,780 | 324,150 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $62,315,601 | 321,231 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $60,833,218 | 310,643 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $61,413,256 | 310,074 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $97,086,296 | 531,834 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $99,286,517 | 543,708 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $94,009,850 | 551,701 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $85,097,430 | 547,673 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $88,007,660 | 541,819 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $82,346,990 | 534,686 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $77,884,472 | 512,904 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $68,159,295 | 504,286 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $68,338,347 | 476,325 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $77,248,645 | 476,373 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $81,986,923 | 477,362 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||