Next Level Wealth Planning, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2044208
Meridian, ID
Position in VIG
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$544,531
-$7,116 QoQ
Shares Held
2,532
+0.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.12%
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 | $544,531 | 2,532 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $551,647 | 2,510 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $565,154 | 2,619 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $529,890 | 2,589 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $522,609 | 2,694 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $505,045 | 2,579 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||