WALLER FINANCIAL PLANNING GROUP, INC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1736079
COLUMBUS, OH
Position in VIG
as of Mar 31, 2026
· filed Apr 3, 2026
Position Value
$6,380,830
+$82,595 QoQ
Shares Held
29,670
+3.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
13.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 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
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,380,830 | 29,670 | Shares | Sole | 2026-04-03 | |
| 2025-12-31 | $6,298,235 | 28,657 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $6,639,210 | 30,767 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $6,330,647 | 30,931 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $5,518,239 | 28,446 | Shares | Sole | 2025-04-02 | |
| 2024-12-31 | $5,849,637 | 29,871 | Shares | Sole | 2025-01-03 | |
| 2024-09-30 | $5,861,387 | 29,594 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $5,190,991 | 28,436 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $5,113,262 | 28,001 | Shares | Sole | 2024-04-02 | |
| 2023-12-31 | $4,122,657 | 24,194 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $3,413,543 | 21,969 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $3,592,626 | 22,118 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $3,177,380 | 20,631 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $3,241,238 | 21,345 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $2,669,545 | 19,751 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $2,482,748 | 17,305 | Shares | Sole | 2022-07-18 | |
| No filing history on record for this holder in this stock. | ||||||