Heritage Family Offices, LLP
Family OfficePosition in VIG — Vanguard Dividend Appreciation ETF
CIK 2019316
SCOTTSDALE, AZ
Position in VIG
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$646,900
-$14,198 QoQ
Shares Held
3,008
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $646,900 | 3,008 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $661,098 | 3,008 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $649,096 | 3,008 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $615,647 | 3,008 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $583,521 | 3,008 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $589,056 | 3,008 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $595,764 | 3,008 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $549,110 | 3,008 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||