Goldstone Financial Group, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2040021
OAKBROOK TERRACE, IL
Position in VIG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$407,932
+$32,438 QoQ
Shares Held
1,724
-1.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#466
of 591 holders
Holding Since
Mar 2025
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $407,932 | 1,724 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $375,494 | 1,746 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $383,516 | 1,745 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $252,690 | 1,171 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $239,668 | 1,171 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $224,446 | 1,157 | Shares | Sole | 2025-04-16 | |
| No filing history on record for this holder in this stock. | ||||||