VANCE WEALTH, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1910854
SANTA CLARITA, CA
Position in VIG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$206,096
-$84,233 QoQ
Shares Held
871
-34.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#544
of 591 holders
Holding Since
Mar 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,096 | 871 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $290,329 | 1,321 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $285,058 | 1,321 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $270,369 | 1,321 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $226,774 | 1,169 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $228,925 | 1,169 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $231,532 | 1,169 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $208,837 | 1,144 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $208,905 | 1,144 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||