Cyndeo Wealth Partners, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1950947
ST. PETERSBURG, FL
Position in VIG
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$558,080
-$12,249 QoQ
Shares Held
2,595
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $558,080 | 2,595 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $570,329 | 2,595 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $559,759 | 2,594 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $541,147 | 2,644 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $512,909 | 2,644 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $596,694 | 3,047 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $612,797 | 3,094 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $252,284 | 1,382 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $261,862 | 1,434 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $247,761 | 1,454 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $230,117 | 1,481 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $228,376 | 1,406 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $222,698 | 1,446 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $256,019 | 1,686 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||