High Net Worth Advisory Group LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1919142
NAPLES, FL
Position in VIG
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$16,638,547
-$111,765 QoQ
Shares Held
77,367
+1.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
7.92%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,638,547 | 77,367 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $16,750,312 | 76,214 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $16,496,282 | 76,446 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $15,388,727 | 75,188 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $14,454,970 | 74,514 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $14,538,615 | 74,241 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $15,292,608 | 77,212 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $14,080,081 | 77,130 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $13,679,497 | 74,911 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $11,087,928 | 65,070 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $10,158,899 | 65,381 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $10,543,168 | 64,909 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $9,942,423 | 64,557 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $9,672,541 | 63,698 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $8,167,989 | 60,432 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $8,453,826 | 58,924 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $8,979,934 | 55,377 | Shares | Sole | 2022-08-10 | |
| 2021-12-31 | $9,446,421 | 55,001 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||