Colter Lewis Investment Partners LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2107902
GREENWICH, CT
Position in VIG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,638,313
+$237,169 QoQ
Shares Held
11,150
-0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.72%
of 13F equity value
Holder Rank
#261
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 | $2,638,313 | 11,150 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,401,144 | 11,165 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,200,876 | 10,014 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||