Novak & Powell Financial Services, Inc.
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2011548
ST. PETERSBURG, FL
Position in VIG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,054,483
-$12,086 QoQ
Shares Held
17,135
-9.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.87%
of 13F equity value
Holder Rank
#225
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 | $4,054,483 | 17,135 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,066,569 | 18,909 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,150,984 | 18,887 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,995,999 | 18,518 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,790,693 | 18,521 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,606,662 | 18,592 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,683,953 | 18,812 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $3,755,019 | 18,959 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,607,918 | 19,764 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $3,617,138 | 19,808 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,375,453 | 19,809 | Shares | Sole | 2024-02-21 | |
| No filing history on record for this holder in this stock. | ||||||