Schwallier Wealth Management LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1934951
GRAND RAPIDS, MI
Position in VIG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$565,285
+$53,228 QoQ
Shares Held
2,389
+0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
7.29%
of 13F equity value
Holder Rank
#436
of 591 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $565,285 | 2,389 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $512,057 | 2,381 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $669,669 | 3,047 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $704,338 | 3,264 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $634,272 | 3,099 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $601,562 | 3,101 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $608,247 | 3,106 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $611,015 | 3,085 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $570,468 | 3,125 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,585,574 | 14,159 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,539,982 | 14,906 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||