Wharton Business Group, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1513126
MALVERN, PA
Position in VIG
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$24,511,033
-$541,249 QoQ
Shares Held
113,973
-0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.48%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,511,033 | 113,973 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $25,052,282 | 113,988 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $24,537,049 | 113,708 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $23,369,834 | 114,183 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $22,386,058 | 115,398 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $22,481,871 | 114,803 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $22,689,357 | 114,558 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $20,769,261 | 113,773 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $20,575,216 | 112,673 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $19,270,195 | 113,088 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $17,571,613 | 113,088 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $18,911,400 | 116,428 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $20,884,218 | 135,603 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $20,958,792 | 138,023 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $17,239,387 | 127,548 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $17,867,466 | 124,538 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $17,000,530 | 104,838 | Shares | Sole | 2022-05-18 | |
| 2021-12-31 | $18,390,646 | 107,078 | Shares | Sole | 2022-02-10 | |
| 2021-06-30 | $13,251,571 | 85,610 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $9,855,830 | 67,010 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $7,690,941 | 54,480 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $7,001,677 | 54,420 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $6,975,491 | 59,528 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $5,522,887 | 53,418 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||