RFG - Bristol Wealth Advisors, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2055104
TAUNTON, MA
Position in VIG
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$689,267
-$12,710 QoQ
Shares Held
3,205
+0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.48%
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 | $689,267 | 3,205 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $701,977 | 3,194 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $684,270 | 3,171 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $646,552 | 3,159 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $612,814 | 3,159 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $629,593 | 3,215 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||