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Simplicity Wealth,LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1913243 SUMMIT, NJ

Position in VIG

as of Mar 31, 2026 · filed Apr 30, 2026
Position Value
$2,117,480
-$249,330 QoQ
Shares Held
9,846
-8.6% QoQ
Ownership
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2023
13 quarters on record

Common Shares in VIG Over Time

Shares Held

Position Value (USD)

All Filings in VIG

Export CSV
13 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $2,117,480 9,846
2025-12-31 $2,366,810 10,769
2025-09-30 $2,788,006 12,920
2025-06-30 $3,005,578 14,685
2025-03-31 $939,299 4,842
2024-12-31 $628,418 3,209
2024-09-30 $1,165,979 5,887
2024-06-30 $3,004,955 16,461
2024-03-31 $11,171,714 61,178
2023-12-31 $511,200 3,000
2023-09-30 $330,959 2,130
2023-06-30 $349,386 2,151
2023-03-31 $229,012 1,487