Elmwood Wealth Management, Inc.
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1731927
BERKELEY, CA
Position in VIG
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$3,746,560
+$169,861 QoQ
Shares Held
17,421
+7.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 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
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,746,560 | 17,421 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $3,576,699 | 16,274 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,189,650 | 5,513 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,128,345 | 5,513 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,088,865 | 5,613 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,099,193 | 5,613 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,111,710 | 5,613 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $1,024,653 | 5,613 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,098,033 | 6,013 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,058,354 | 6,211 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,498,976 | 16,083 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,654,593 | 16,343 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,686,396 | 17,443 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $2,905,953 | 19,137 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $2,576,690 | 19,064 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,761,654 | 19,249 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $3,067,905 | 18,919 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,052,684 | 17,774 | Shares | Sole | 2022-02-08 | |
| 2021-06-30 | $2,767,490 | 17,879 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,629,643 | 17,879 | Shares | Sole | 2021-05-13 | |
| 2020-09-30 | $2,288,089 | 17,784 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,083,929 | 17,784 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,812,001 | 27,198 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||