PLANNING ALTERNATIVES LTD /ADV
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 712011
BIRMINGHAM, MI
Position in VIG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,962,201
-$98,776 QoQ
Shares Held
16,745
-11.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.97%
of 13F equity value
Holder Rank
#228
of 591 holders
Holding Since
Mar 2020
26 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
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,962,201 | 16,745 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,060,977 | 18,883 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $58,804,996 | 267,563 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $58,056,141 | 269,040 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $54,770,510 | 267,604 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $51,548,380 | 265,727 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $49,986,978 | 255,257 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $49,946,374 | 252,178 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $46,067,222 | 252,354 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $46,065,381 | 252,261 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $43,069,111 | 252,753 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $39,301,972 | 252,941 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $41,341,521 | 254,519 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $39,136,405 | 254,116 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $38,501,111 | 253,547 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $35,754,009 | 264,531 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $37,860,154 | 263,889 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $42,481,703 | 261,974 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $44,246,406 | 257,621 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $39,909,734 | 259,829 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $40,134,415 | 259,283 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $39,446,856 | 268,200 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $57,202,789 | 405,205 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $49,296,336 | 383,152 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $38,656,627 | 329,891 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $36,539,887 | 353,418 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||