Destination Wealth Management
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1278573
WALNUT CREEK, CA
Position in VIG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,262,797
+$204,028 QoQ
Shares Held
9,563
-0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#270
of 591 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $2,262,797 | 9,563 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,058,769 | 9,573 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,459,998 | 6,643 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $576,806 | 2,673 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $601,729 | 2,940 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $600,787 | 3,097 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $567,319 | 2,897 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $577,939 | 2,918 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $532,133 | 2,915 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $605,534 | 3,316 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $564,705 | 3,314 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $523,319 | 3,368 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $557,784 | 3,434 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $580,771 | 3,771 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $454,031 | 2,990 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $478,601 | 3,541 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $504,583 | 3,517 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $651,396 | 4,017 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $533,112 | 3,104 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $527,308 | 3,433 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $487,433 | 3,149 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $249,006 | 1,693 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $420,686 | 2,980 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $234,547 | 1,823 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $267,170 | 2,280 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $278,015 | 2,689 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||