Sterling Wealth Advisors Inc
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1943937
PLANTATION, FL
Position in VIG
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$3,006,108
-$65,976 QoQ
Shares Held
13,978
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
78.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,006,108 | 13,978 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,072,084 | 13,978 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,324,892 | 15,408 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,153,555 | 15,408 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,106,361 | 16,013 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,206,912 | 16,376 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||