Equity Wealth Partners, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2097037
Independence, MO
Position in VIG
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$2,419,640
-$145,192 QoQ
Shares Held
11,251
-3.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 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 | $2,419,640 | 11,251 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,564,832 | 11,670 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,618,827 | 12,136 | Shares | Sole | 2025-11-17 | |
| No filing history on record for this holder in this stock. | ||||||