Axis Wealth Partners, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2052531
EAST PROVIDENCE, RI
Position in VIG
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$3,460,315
-$78,143 QoQ
Shares Held
16,090
-0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
9.03%
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 | $3,460,315 | 16,090 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,538,458 | 16,100 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,490,187 | 16,174 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $3,166,449 | 15,471 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $3,082,307 | 15,889 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,916,300 | 14,892 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||