Financial Synergies Wealth Advisors, Inc.
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2017868
HOUSTON, TX
Position in VIG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$280,008
-$6,145 QoQ
Shares Held
1,302
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 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
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $280,008 | 1,302 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $286,153 | 1,302 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $280,958 | 1,302 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $263,000 | 1,285 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $252,574 | 1,302 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $254,970 | 1,302 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $288,573 | 1,457 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $217,234 | 1,190 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $217,305 | 1,190 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $214,363 | 1,258 | Shares | Sole | 2024-04-04 | |
| 2023-09-30 | $186,766 | 1,202 | Shares | Sole | 2024-04-04 | |
| 2023-06-30 | $195,240 | 1,202 | Shares | Sole | 2024-04-04 | |
| 2023-03-31 | $193,744 | 1,258 | Shares | Sole | 2024-04-04 | |
| 2022-12-31 | $191,027 | 1,258 | Shares | Sole | 2024-04-04 | |
| 2022-09-30 | $191,116 | 1,414 | Shares | Sole | 2024-04-04 | |
| 2022-06-30 | $129,266 | 901 | Shares | Sole | 2024-04-04 | |
| No filing history on record for this holder in this stock. | ||||||