Robertson Stephens Wealth Management, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1767307
San Francisco, CA
Position in VIG
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$154,272,000
+$10,205,849 QoQ
Shares Held
717,344
+7.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
10.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $154,272,000 | 717,344 | Shares | Sole | 2026-04-28 | |
| 2025-09-30 | $144,066,151 | 667,622 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $130,476,306 | 637,496 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $128,987,442 | 664,918 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $115,016,050 | 587,326 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $75,894,611 | 383,190 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $18,102,205 | 99,163 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,366,304 | 40,339 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,663,321 | 39,104 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $6,043,660 | 38,896 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,364,332 | 39,182 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $5,946,788 | 38,613 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $7,991,409 | 52,627 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $9,920,203 | 73,396 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,076,587 | 84,175 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $21,975,274 | 135,516 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $8,894,245 | 51,786 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $9,688,166 | 63,074 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $6,149,187 | 39,726 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $11,131,014 | 75,680 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $5,193,503 | 36,789 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $2,868,217 | 22,293 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $2,734,864 | 23,339 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $3,386,849 | 32,758 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||