MISSION WEALTH MANAGEMENT, LP
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1645382
Santa Barbara, CA
Position in VIG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$14,600,423
+$490,547 QoQ
Shares Held
67,890
+5.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,600,423 | 67,890 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,109,876 | 64,200 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $14,673,720 | 68,000 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $16,273,721 | 79,512 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $11,259,567 | 58,042 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $11,600,185 | 59,236 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $12,094,930 | 61,067 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $11,194,513 | 61,323 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $13,151,023 | 72,017 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $9,822,708 | 57,645 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $8,951,131 | 57,608 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $9,659,712 | 59,470 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $8,528,457 | 55,376 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $1,331,572 | 8,769 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,233,740 | 9,128 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,373,581 | 9,574 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,420,683 | 8,761 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,640,040 | 9,549 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,325,414 | 8,629 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,285,530 | 8,305 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,210,468 | 8,230 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,216,320 | 8,616 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $1,092,966 | 8,495 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $904,746 | 7,721 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $745,648 | 7,212 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||