Wingate Wealth Advisors, Inc.
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2041800
LEXINGTON, MA
Position in VIG
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$21,701,489
+$2,263,267 QoQ
Shares Held
100,909
+14.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
33.55%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,701,489 | 100,909 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $19,438,222 | 88,444 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,996,862 | 18,522 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,960,738 | 9,580 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,584,704 | 8,169 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,528,257 | 7,804 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||