BALANCED WEALTH GROUP LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2009783
WESTLAKE, OH
Position in VIG
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$538,940
-$298,421 QoQ
Shares Held
2,506
-34.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $538,940 | 2,506 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $837,361 | 3,810 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $824,533 | 3,821 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $783,476 | 3,828 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $739,683 | 3,813 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,015,574 | 5,186 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,021,989 | 5,160 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,159,375 | 6,351 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,272,609 | 6,969 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,150,200 | 6,750 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||