Alpha Financial Advisors, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1972138
CHARLOTTE, NC
Position in VIG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$304,529
+$27,747 QoQ
Shares Held
1,287
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#496
of 591 holders
Holding Since
Sep 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,529 | 1,287 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $276,782 | 1,287 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $282,856 | 1,287 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $277,937 | 1,288 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $290,017 | 1,417 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $224,834 | 1,159 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $226,966 | 1,159 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $229,551 | 1,159 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $211,575 | 1,159 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $211,644 | 1,159 | Shares | Sole | 2024-04-29 | |
| 2023-09-30 | $250,783 | 1,614 | Shares | Sole | 2023-10-26 | |
| No filing history on record for this holder in this stock. | ||||||