LYELL WEALTH MANAGEMENT, LP
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1686444
MENLO PARK, CA
Position in VIG
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$389,258
-$8,543 QoQ
Shares Held
1,810
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $389,258 | 1,810 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $397,801 | 1,810 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $390,579 | 1,810 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $370,452 | 1,810 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $351,121 | 1,810 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $354,452 | 1,810 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $345,218 | 1,743 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $318,184 | 1,743 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $318,289 | 1,743 | Shares | Sole | 2024-05-03 | |
| 2021-06-30 | $232,339 | 1,501 | Shares | Sole | 2021-08-09 | |
| 2020-12-31 | $313,538 | 2,221 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $285,753 | 2,221 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $346,384 | 2,956 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $310,066 | 2,999 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||