Strategies Wealth Advisors, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1976435
GRAND RAPIDS, MI
Position in VIG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$15,298,666
+$841,043 QoQ
Shares Held
64,655
-3.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
9.91%
of 13F equity value
Holder Rank
#117
of 591 holders
Holding Since
Dec 2021
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,298,666 | 64,655 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $14,457,623 | 67,226 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $15,114,050 | 68,769 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $14,837,720 | 68,760 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $15,077,834 | 73,669 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $10,861,694 | 55,991 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $10,663,922 | 54,455 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $10,784,961 | 54,453 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $9,997,168 | 54,764 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $12,710,203 | 69,603 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $11,926,466 | 69,991 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $11,171,355 | 71,897 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $11,711,852 | 72,104 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $11,761,743 | 76,370 | Shares | Sole | 2023-06-27 | |
| 2022-12-31 | $11,291,869 | 74,362 | Shares | Sole | 2023-06-27 | |
| 2022-06-30 | $6,239,510 | 43,490 | Shares | Sole | 2023-06-27 | |
| 2022-03-31 | $3,761,139 | 23,194 | Shares | Sole | 2023-06-27 | |
| 2021-12-31 | $3,613,963 | 21,042 | Shares | Sole | 2023-06-26 | |
| No filing history on record for this holder in this stock. | ||||||