Summit Wealth Partners, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2033312
Orlando, FL
Position in VIG
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$641,523
-$707,596 QoQ
Shares Held
2,983
-52.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $641,523 | 2,983 | Shares | Sole | 2026-04-17 | |
| 2025-09-30 | $1,349,119 | 6,252 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,279,596 | 6,252 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,212,825 | 6,252 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,232,162 | 6,292 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,245,797 | 6,290 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,269,452 | 6,954 | Shares | Sole | 2024-09-11 | |
| 2024-03-31 | $1,271,330 | 6,962 | Shares | Sole | 2024-09-11 | |
| 2023-12-31 | $1,186,324 | 6,962 | Shares | Sole | 2024-09-11 | |
| 2023-09-30 | $1,242,107 | 7,994 | Shares | Sole | 2024-09-11 | |
| 2023-06-30 | $1,298,140 | 7,992 | Shares | Sole | 2024-09-11 | |
| 2023-03-31 | $1,230,847 | 7,992 | Shares | Sole | 2024-09-11 | |
| 2022-12-31 | $1,212,825 | 7,987 | Shares | Sole | 2024-09-11 | |
| 2022-09-30 | $1,078,711 | 7,981 | Shares | Sole | 2024-09-11 | |
| 2022-06-30 | $1,144,316 | 7,976 | Shares | Sole | 2024-09-11 | |
| 2022-03-31 | $1,225,767 | 7,559 | Shares | Sole | 2024-09-11 | |
| 2021-12-31 | $1,297,571 | 7,555 | Shares | Sole | 2024-09-10 | |
| 2021-09-30 | $1,155,225 | 7,521 | Shares | Sole | 2024-09-10 | |
| 2021-06-30 | $1,187,394 | 7,671 | Shares | Sole | 2024-09-10 | |
| 2021-03-31 | $926,456 | 6,299 | Shares | Sole | 2024-09-10 | |
| 2020-12-31 | $882,877 | 6,254 | Shares | Sole | 2024-09-10 | |
| 2020-09-30 | $803,353 | 6,244 | Shares | Sole | 2024-09-10 | |
| 2020-06-30 | $728,976 | 6,221 | Shares | Sole | 2024-09-10 | |
| 2020-03-31 | $643,189 | 6,221 | Shares | Sole | 2024-09-10 | |
| No filing history on record for this holder in this stock. | ||||||