Heritage Wealth Management, Inc./Texas
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1966400
HOUSTON, TX
Position in VIG
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$204,307
-$4,484 QoQ
Shares Held
950
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $204,307 | 950 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $208,791 | 950 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $205,000 | 950 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||