Modern Wealth Management, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2001900
KANSAS CITY, MO
Position in VIG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,551,788
+$1,652,792 QoQ
Shares Held
48,820
+6.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#139
of 591 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,551,788 | 48,820 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $9,898,996 | 46,029 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $10,874,054 | 49,477 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $10,704,910 | 49,608 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $10,291,625 | 50,284 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $9,345,661 | 48,176 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $5,322,463 | 27,179 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $420,679 | 2,124 | Shares | Sole | 2025-05-30 | |
| No filing history on record for this holder in this stock. | ||||||