FIDELIS CAPITAL PARTNERS, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1962755
TAMPA, FL
Position in VIG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,854,452
+$2,140,796 QoQ
Shares Held
24,742
+43.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#194
of 591 holders
Holding Since
Dec 2022
15 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
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,854,452 | 24,742 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,713,656 | 17,268 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,819,776 | 17,380 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,397,642 | 11,111 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,274,088 | 11,111 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,089,078 | 10,769 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,108,893 | 10,769 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,232,928 | 11,274 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,058,068 | 11,274 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,232,407 | 12,225 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,245,020 | 13,175 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $2,040,605 | 13,133 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,334,200 | 20,527 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,189,855 | 20,712 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,913,765 | 12,603 | Shares | Sole | 2023-01-20 | |
| No filing history on record for this holder in this stock. | ||||||