BURLING WEALTH PARTNERS, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2054946
CHICAGO, IL
Position in VIG
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$2,700,508
-$49,159 QoQ
Shares Held
12,557
+0.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $2,700,508 | 12,557 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,749,667 | 12,511 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,644,938 | 12,257 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,601,560 | 12,711 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,659,796 | 13,711 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,747,690 | 14,031 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||