JGP Wealth Management, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1748278
BEND, OR
Position in VIG
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$703,031
-$7,737 QoQ
Shares Held
3,269
+1.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $703,031 | 3,269 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $710,768 | 3,234 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $701,101 | 3,249 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $696,082 | 3,401 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $724,164 | 3,733 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $686,971 | 3,508 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $693,606 | 3,502 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $629,980 | 3,451 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $803,118 | 4,398 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,148,666 | 6,741 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,998,834 | 19,300 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $3,445,790 | 21,214 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,959,610 | 19,217 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $2,925,238 | 19,264 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,512,083 | 18,586 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $2,491,786 | 17,368 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $2,735,152 | 16,867 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $2,637,221 | 15,355 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $2,304,921 | 15,006 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $2,246,467 | 14,513 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $4,878,937 | 33,172 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $4,437,255 | 31,432 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $3,976,237 | 30,905 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $3,604,808 | 30,763 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $1,218,347 | 11,784 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||