West Branch Capital LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1738723
AMHERST, MA
Position in VIG
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$357,859
-$7,854 QoQ
Shares Held
1,664
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 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
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $357,859 | 1,664 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $365,713 | 1,664 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $359,074 | 1,664 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $340,570 | 1,664 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $322,799 | 1,664 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $325,861 | 1,664 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $329,571 | 1,664 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $216,504 | 1,186 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $216,575 | 1,186 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $202,094 | 1,186 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $43,506 | 280 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $45,480 | 280 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $43,122 | 280 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $42,518 | 280 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $37,844 | 280 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $40,171 | 280 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $45,404 | 280 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $48,090 | 280 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $43,008 | 280 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $43,341 | 280 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||