SARD WEALTH MANAGEMENT GROUP, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2010095
ATLANTA, GA
Position in VIG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,499,285
+$531,615 QoQ
Shares Held
23,241
+0.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
15.03%
of 13F equity value
Holder Rank
#202
of 591 holders
Holding Since
Dec 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 | $5,499,285 | 23,241 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,967,670 | 23,099 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $5,088,346 | 23,152 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $4,866,711 | 22,553 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $4,560,866 | 22,284 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $4,331,020 | 22,326 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $4,366,617 | 22,298 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,363,855 | 22,033 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $3,986,709 | 21,839 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $3,351,806 | 18,355 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,986,941 | 17,529 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||