LEGACY CAPITAL WEALTH MANAGEMENT, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2071183
THE WOODLANDS, TX
Position in VIG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$359,425
+$23,287 QoQ
Shares Held
1,519
-2.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#481
of 591 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $359,425 | 1,519 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $336,138 | 1,563 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $333,845 | 1,519 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||