Phillips Wealth Planners LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1962628
STARKVILLE, MS
Position in VIG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$672,707
+$158,642 QoQ
Shares Held
3,128
+33.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $672,707 | 3,128 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $514,065 | 2,339 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $512,069 | 2,373 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $521,908 | 2,550 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $505,537 | 2,606 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $512,682 | 2,618 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $556,746 | 2,811 | Shares | Defined | 2024-10-29 | |
| 2024-06-30 | $519,719 | 2,847 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $519,342 | 2,844 | Shares | Defined | 2024-04-29 | |
| No filing history on record for this holder in this stock. | ||||||