SUMMIT WEALTH GROUP LLC / CO
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2081278
COLORADO SPRINGS, CO
Position in VIG
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$2,800,296
+$2,059,858 QoQ
Shares Held
13,021
+286.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.65%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,800,296 | 13,021 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $740,438 | 3,369 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $237,826 | 1,162 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||