Investment Planning Advisors, Inc.
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2024049
CUMMING, GA
Position in VIG
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$1,146,699
-$102,970 QoQ
Shares Held
5,332
-6.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.26%
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 | $1,146,699 | 5,332 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,249,669 | 5,686 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,225,255 | 5,678 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,118,521 | 5,465 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $819,219 | 4,223 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $742,979 | 3,794 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $803,925 | 4,059 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $740,970 | 4,059 | Shares | Sole | 2024-07-22 | |
| No filing history on record for this holder in this stock. | ||||||