BALDWIN WEALTH PARTNERS LLC/MA

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1021258 Marion, MA

Position in VIG

as of Mar 31, 2026 · filed Apr 14, 2026 Compact

Position Value

$1,182,830

-$25,960 QoQ

Shares Held

5,500

0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,182,830	5,500	0.0%	Shares	Sole	2026-04-14
2025-12-31	$1,208,790	5,500	0.0%	Shares	Sole	2026-01-07
2025-09-30	$1,186,845	5,500	0.0%	Shares	Sole	2025-10-14
2025-06-30	$1,125,685	5,500	0.0%	Shares	Sole	2025-07-24
2025-03-31	$1,066,945	5,500	0.0%	Shares	Sole	2025-04-14
2024-12-31	$1,077,065	5,500	0.0%	Shares	Sole	2025-01-22
2024-09-30	$1,089,330	5,500	0.0%	Shares	Sole	2024-10-16
2024-06-30	$1,004,025	5,500	0.0%	Shares	Sole	2024-07-12
2024-03-31	$1,004,355	5,500	0.0%	Shares	Sole	2024-04-12
2023-12-31	$937,200	5,500	0.0%	Shares	Sole	2024-01-08
2023-09-30	$854,590	5,500	0.0%	Shares	Sole	2023-10-10
2023-06-30	$893,365	5,500	0.0%	Shares	Sole	2023-07-14
2023-03-31	$847,055	5,500	0.0%	Shares	Sole	2023-04-21
2022-12-31	$835,175	5,500	0.0%	Shares	Sole	2023-01-27
2022-09-30	$743,380	5,500	0.0%	Shares	Sole	2022-10-14
2022-06-30	$789,085	5,500	0.0%	Shares	Sole	2022-07-18
2022-03-31	$891,880	5,500	0.0%	Shares	Sole	2022-04-13
2021-12-31	$944,625	5,500	0.0%	Shares	Sole	2022-01-14
2021-09-30	$844,800	5,500	0.0%	Shares	Sole	2021-10-27
2021-06-30	$851,345	5,500	0.0%	Shares	Sole	2021-07-30
2021-03-31	$808,940	5,500	0.0%	Shares	Sole	2021-04-08
2020-12-31	$776,435	5,500	0.0%	Shares	Sole	2021-01-12
2020-09-30	$707,630	5,500	0.0%	Shares	Sole	2020-10-16
2020-06-30	$644,490	5,500	0.0%	Shares	Sole	2020-07-21
2020-03-31	$568,645	5,500	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.