Bernardo Wealth Planning LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1765595
HARLEYSVILLE, PA
Position in VIG
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$329,256
-$6,787 QoQ
Shares Held
1,531
+0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $329,256 | 1,531 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $336,043 | 1,529 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $329,295 | 1,526 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $399,925 | 1,954 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $299,132 | 1,542 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $301,578 | 1,540 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $304,814 | 1,539 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $280,214 | 1,535 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $215,845 | 1,182 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $201,072 | 1,180 | Shares | Sole | 2024-01-25 | |
| No filing history on record for this holder in this stock. | ||||||