Quaker Wealth Management, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1733472
MOORESTOWN, NJ
Position in VIG
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$1,209,067
-$86,975 QoQ
Shares Held
5,622
-4.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.81%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
Derivatives in VIG
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$1,131,155
PutShares
5,831
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
All Filings in VIG
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,209,067 | 5,622 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,296,042 | 5,897 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,264,529 | 5,860 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,193,430 | 5,831 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,131,155 | 5,831 | Put | Sole | 2025-05-29 | |
| 2024-09-30 | $1,188,558 | 6,001 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $1,133,277 | 6,206 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,087,322 | 6,381 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $983,244 | 6,328 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,023,958 | 6,304 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $870,772 | 5,654 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $888,474 | 5,851 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $797,308 | 5,899 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $914,908 | 6,377 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,030,040 | 6,352 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,087,177 | 6,330 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $1,028,236 | 6,991 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $985,648 | 6,982 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $891,227 | 6,927 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $808,776 | 6,902 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $710,702 | 6,874 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||