NORTHWEST WEALTH MANAGEMENT, LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1695344 SPENCER, IA

Position in VIG

as of Mar 31, 2026 · filed Apr 14, 2026 Compact

Position Value

$1,014,222

-$20,502 QoQ

Shares Held

4,716

+0.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.81%

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%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,014,222	4,716	+0.2%	Shares	Sole	2026-04-14
2025-12-31	$1,034,724	4,708	-6.3%	Shares	Sole	2026-01-14
2025-09-30	$1,084,344	5,025	-0.3%	Shares	Sole	2025-10-14
2025-06-30	$1,031,741	5,041	-1.6%	Shares	Sole	2025-07-17
2025-03-31	$994,198	5,125	-6.9%	Shares	Sole	2025-04-25
2024-12-31	$1,078,044	5,505	-1.0%	Shares	Sole	2025-02-10
2024-09-30	$1,101,411	5,561	-0.5%	Shares	Sole	2024-11-04
2024-06-30	$1,019,906	5,587	-1.0%	Shares	Sole	2024-08-05
2024-03-31	$1,030,468	5,643	-0.3%	Shares	Sole	2024-05-14
2023-12-31	$964,634	5,661	-6.1%	Shares	Sole	2024-02-14
2023-09-30	$936,319	6,026	+0.2%	Shares	Sole	2023-11-01
2023-06-30	$977,016	6,015	-2.4%	Shares	Sole	2023-08-07
2023-03-31	$949,163	6,163	-1.8%	Shares	Sole	2023-05-10
2022-12-31	$952,858	6,275	-1.1%	Shares	Sole	2023-02-07
2022-09-30	$857,725	6,346	-0.8%	Shares	Sole	2022-10-27
2022-06-30	$917,634	6,396	-7.2%	Shares	Sole	2022-07-26
2022-03-31	$1,117,606	6,892	+2.9%	Shares	Sole	2022-04-29
2021-12-31	$1,150,381	6,698	+0.9%	Shares	Sole	2022-01-24
2021-09-30	$1,020,057	6,641	+21.2%	Shares	Sole	2021-10-20
2021-06-30	$848,403	5,481	+0.7%	Shares	Sole	2021-08-02
2021-03-31	$800,850	5,445	+18.8%	Shares	Sole	2021-05-10
2020-12-31	$647,264	4,585	+5.2%	Shares	Sole	2021-01-28
2020-09-30	$560,571	4,357	+0.2%	Shares	Sole	2020-10-19
2020-06-30	$509,498	4,348	-0.3%	Shares	Sole	2020-07-13
2020-03-31	$450,987	4,362	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.