Summit Investment Advisory Services, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1914395
ROSEVILLE, MN
Position in VIG
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$584,318
-$81,395 QoQ
Shares Held
2,717
-10.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
13 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
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $584,318 | 2,717 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $665,713 | 3,029 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $598,601 | 2,774 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $597,022 | 2,917 | Shares | Sole | 2025-11-07 | |
| 2025-03-31 | $565,868 | 2,917 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $577,698 | 2,950 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $632,009 | 3,191 | Shares | Sole | 2024-10-16 | |
| 2024-03-31 | $581,065 | 3,182 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $513,244 | 3,012 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $504,518 | 3,247 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $525,948 | 3,238 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $498,684 | 3,238 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $569,893 | 3,753 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||