Sun Group Wealth Partners
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2111007
IRVINE, CA
Position in VIG
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$201,296
-$4,418 QoQ
Shares Held
936
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 47%
Shared 0%
None 53%
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 | $201,296 | 936 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $205,714 | 936 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||