Peak Retirement Planning, Inc.
PensionPosition in VIG — Vanguard Dividend Appreciation ETF
CIK 2056697
COLUMBUS, OH
Position in VIG
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$2,274,474
+$241,290 QoQ
Shares Held
10,576
+14.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.92%
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 | $2,274,474 | 10,576 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,033,184 | 9,251 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,545,487 | 7,162 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $876,192 | 4,281 | Shares | Sole | 2025-11-04 | |
| 2025-03-31 | $630,273 | 3,249 | Shares | Sole | 2025-11-04 | |
| 2024-12-31 | $506,416 | 2,586 | Shares | Sole | 2025-02-20 | |
| No filing history on record for this holder in this stock. | ||||||