Ballast Financial Advisors LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2109821
WEST CHESTER, PA
Position in VIG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,508,645
+$277,613 QoQ
Shares Held
10,602
+2.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
22.39%
of 13F equity value
Holder Rank
#265
of 591 holders
Holding Since
Dec 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,508,645 | 10,602 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,231,032 | 10,374 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,174,723 | 9,895 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||