WBH ADVISORY INC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1259671 BALTIMORE, MD

Position in VIG

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$1,669,940

-$75,332 QoQ

Shares Held

7,765

-2.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,669,940	7,765	-2.2%	Shares	Sole	2026-04-27
2025-12-31	$1,745,272	7,941	-0.5%	Shares	Sole	2026-01-26
2025-09-30	$1,722,004	7,980	+0.0%	Shares	Sole	2025-10-30
2025-06-30	$1,632,652	7,977	-9.2%	Shares	Sole	2025-07-30
2025-03-31	$1,703,814	8,783	-0.1%	Shares	Sole	2025-05-12
2024-12-31	$1,721,149	8,789	-1.1%	Shares	Sole	2025-01-31
2024-09-30	$1,759,961	8,886	+8.8%	Shares	Sole	2024-10-15
2024-06-30	$1,491,616	8,171	+9.8%	Shares	Sole	2024-07-11
2024-03-31	$1,359,166	7,443	-2.7%	Shares	Sole	2024-04-16
2023-12-31	$1,304,071	7,653	-1.1%	Shares	Sole	2024-01-09
2023-09-30	$1,202,019	7,736	-0.7%	Shares	Sole	2023-10-10
2023-06-30	$1,265,167	7,789	+5.0%	Shares	Sole	2023-07-12
2023-03-31	$1,142,908	7,421	+17.4%	Shares	Sole	2023-04-20
2022-09-30	$854,346	6,321	-8.6%	Shares	Sole	2022-10-18
2022-06-30	$992,238	6,916	-0.4%	Shares	Sole	2022-07-12
2022-03-31	$1,125,552	6,941	0.0%	Shares	Sole	2022-04-29
2021-12-31	$1,192,116	6,941	+0.2%	Shares	Sole	2022-01-28
2021-09-30	$1,063,526	6,924	+0.5%	Shares	Sole	2021-10-25
2021-06-30	$1,066,038	6,887	0.0%	Shares	Sole	2021-07-27
2021-03-31	$1,012,939	6,887	+316.9%	Shares	Sole	2021-04-19
2020-12-31	$233,212	1,652	0.0%	Shares	Sole	2021-01-21
2020-09-30	$212,546	1,652	—	Shares	Sole	2020-10-27
No filing history on record for this holder in this stock.