LIBERTY WEALTH MANAGEMENT LLC

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1769302 OAKLAND, CA

Position in VIG

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$444,313

-$38,323 QoQ

Shares Held

2,066

-5.9% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$444,313	2,066	-5.9%	Shares	Sole	2026-05-12
2025-12-31	$482,636	2,196	+0.6%	Shares	Sole	2026-02-04
2025-09-30	$470,853	2,182	+0.3%	Shares	Sole	2025-10-31
2025-06-30	$445,157	2,175	+0.5%	Shares	Sole	2025-08-01
2024-12-31	$423,776	2,164	+0.7%	Shares	Sole	2025-02-10
2024-09-30	$425,630	2,149	-7.1%	Shares	Sole	2024-11-04
2024-06-30	$372	2,312	+11.5%	Shares	Sole	2024-08-07
2024-03-31	$378,550	2,073	+2627.6%	Shares	Sole	2024-05-03
2023-12-31	$400	76	-96.7%	Shares	Sole	2024-02-09
2023-09-30	$361,569	2,327	-12.5%	Shares	Sole	2023-11-13
2023-06-30	$431,738	2,658	0.0%	Shares	Sole	2023-08-10
2023-03-31	$409,358	2,658	+29.4%	Shares	Sole	2023-05-03
2022-09-30	$277,618	2,054	+9.5%	Shares	Sole	2022-11-15
2022-06-30	$269,149	1,876	+0.4%	Shares	Sole	2022-08-15
2022-03-31	$302,914	1,868	+0.6%	Shares	Sole	2022-05-09
2021-12-31	$326,153	1,899	—	Principal	Sole	2022-02-15
2021-09-30	$285,235	1,857	+0.4%	Shares	Sole	2021-11-15
2021-06-30	$286,361	1,850	+43.0%	Shares	Sole	2021-08-13
2021-03-31	$190,321	1,294	0.0%	Shares	Sole	2021-05-17
2020-12-31	$182,673	1,294	-17.1%	Shares	Sole	2021-02-09
2020-09-30	$200,709	1,560	+48.1%	Shares	Sole	2020-11-05
2020-06-30	$123,390	1,053	0.0%	Shares	Sole	2020-08-04
2020-03-31	$108,869	1,053	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.