Approach Retirement Advisors, LLC
PensionPosition in VIG — Vanguard Dividend Appreciation ETF
CIK 2106948
Vestavia, AL
Position in VIG
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$1,202,615
-$24,636 QoQ
Shares Held
5,592
+0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,202,615 | 5,592 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,227,251 | 5,584 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||