Ascentis Wealth Management, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2032602
DALLAS, TX
Position in VIG
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$255,275
-$3,402 QoQ
Shares Held
1,187
+0.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $255,275 | 1,187 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $258,677 | 1,177 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $251,392 | 1,165 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $3,682 | 18 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $3,101 | 16 | Shares | Sole | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||